AAS
SPTN

Avantax Advisory Services’s SpartanNash SPTN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$214K Buy
+8,078
New +$162K ﹤0.01% 2157
2024
Q4 		– Sell
-12,941
Closed -$290K – 2262
2024
Q3 		$290K Sell
12,941
-48
-0.4% -$990 ﹤0.01% 1779
2024
Q2 		$244K Buy
12,989
+150
+1% +$2.93K ﹤0.01% 1833
2024
Q1 		$259K Buy
12,839
+1,881
+17% +$40.5K ﹤0.01% 1387
2023
Q4 		$251K Buy
10,958
+19
+0.2% +$432 ﹤0.01% 1334
2023
Q3 		$241K Sell
10,939
-1,115
-9% -$24.6K ﹤0.01% 1316
2023
Q2 		$271K Buy
12,054
+29
+0.2% +$680 ﹤0.01% 1239
2023
Q1 		$298K Buy
12,025
+4,540
+61% +$131K ﹤0.01% 1152
2022
Q4 		$226K Buy
7,485
+20
+0.3% +$651 ﹤0.01% 1252
2022
Q3 		$217K Sell
7,465
-78
-1% -$2.42K ﹤0.01% 1173
2022
Q2 		$228K Buy
+7,543
New +$250K ﹤0.01% 1147

Other funds holding SPTN

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return