WP
SPPP

WMS Partners’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

WMS Partners’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,875
Closed -$254K – 310
2024
Q3 		$254K Buy
+25,875
New +$248K 0.01% 246
2024
Q1 		– Sell
-27,345
Closed -$276K – 277
2023
Q4 		$276K Buy
+27,345
New +$275K 0.02% 216
2023
Q1 		– Sell
-29,590
Closed -$403K – 293
2022
Q4 		$403K Buy
+29,590
New +$411K 0.04% 178

Other funds holding SPPP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WMS Partners's SPPP Position: Q4 2024 in Review

WMS Partners sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2024, closing a stake of 25,875 shares — an estimated $254K sold.

WMS Partners first reported a position in SPPP in Q4 2022 and held it in 3 quarters. The position peaked at $403K in Q4 2022. 56 funds tracked by Wall St. Rank hold SPPP as of Q4 2024.

  • WMS Partners reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 25,875 Sprott Physical Platinum and Palladium Trust shares in Q4 2024, an estimated $254K.
  • WMS Partners first reported a position in Sprott Physical Platinum and Palladium Trust in Q4 2022 and held it in 3 quarters.
  • WMS Partners's Sprott Physical Platinum and Palladium Trust position peaked at $403K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.