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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avantax Advisory Services's SPTN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in SpartanNash (SPTN) in Q2 2025: 8,078 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2157 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in SPTN as recently as Q3 2024.

Avantax Advisory Services first reported a position in SPTN in Q2 2022 and has held it in 11 quarters since. The position peaked at $298K in Q1 2023. 215 funds tracked by Wall St. Rank hold SPTN as of Q2 2025.

Avantax Advisory Services held 8,078 shares of SpartanNash worth $214K as of Q2 2025.
SpartanNash was a new Avantax Advisory Services position in Q2 2025.
SpartanNash made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2157 holding.
Avantax Advisory Services first reported a position in SpartanNash in Q2 2022 and has held it in 11 quarters since.
Avantax Advisory Services's SpartanNash position peaked at $298K in Q1 2023.
215 funds tracked by Wall St. Rank held SpartanNash as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.