AWM
SPTN

AE Wealth Management’s SpartanNash SPTN Stock Holding History

AE Wealth Management’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,267
Closed -$208K – 2167
2024
Q3 		$208K Sell
9,267
-1,390
-13% -$28.7K ﹤0.01% 1167
2024
Q2 		$200K Buy
+10,657
New +$208K ﹤0.01% 1173
2020
Q1 		– Sell
-18,430
Closed -$262K – 1270
2019
Q4 		$262K Sell
18,430
-7,601
-29% -$100K 0.01% 958
2019
Q3 		$308K Sell
26,031
-7,235
-22% -$81.4K 0.01% 774
2019
Q2 		$388K Buy
+33,266
New +$474K 0.01% 660

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's SPTN Position: Q4 2024 in Review

AE Wealth Management sold out of SpartanNash (SPTN) in Q4 2024, closing a stake of 9,267 shares — an estimated $208K sold.

AE Wealth Management first reported a position in SPTN in Q2 2019 and held it in 5 quarters. The position peaked at $388K in Q2 2019. 201 funds tracked by Wall St. Rank hold SPTN as of Q4 2024.

  • AE Wealth Management reported no remaining SpartanNash position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 9,267 SpartanNash shares in Q4 2024, an estimated $208K.
  • AE Wealth Management first reported a position in SpartanNash in Q2 2019 and held it in 5 quarters.
  • AE Wealth Management's SpartanNash position peaked at $388K in Q2 2019.
  • 201 funds tracked by Wall St. Rank held SpartanNash as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.