BRWA
SPTN

B. Riley Wealth Advisors’s SpartanNash SPTN Stock Holding History

B. Riley Wealth Advisors’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
2023
Q2 		– Sell
-16,275
Closed -$404K – 1640
2023
Q1 		$404K Buy
16,275
+36
+0.2% +$1.04K 0.01% 913
2022
Q4 		$491K Buy
16,239
+6,653
+69% +$217K 0.01% 796
2022
Q3 		$279K Buy
9,586
+4
+0% +$124 0.01% 1047
2022
Q2 		$290K Buy
9,582
+1,654
+21% +$54.8K 0.01% 898
2022
Q1 		$262K Sell
7,928
-28
-0.4% -$791 0.01% 1077
2021
Q4 		$205K Buy
+7,956
New +$192K 0.01% 1260
2021
Q2 		– Sell
-10,704
Closed -$211K – 1454
2021
Q1 		$211K Sell
10,704
-2,450
-19% -$46.4K 0.01% 1169
2020
Q4 		$230K Sell
13,154
-5,970
-31% -$111K 0.01% 879
2020
Q3 		$338K Buy
19,124
+6,480
+51% +$129K 0.02% 676
2020
Q2 		$269K Buy
12,644
+1,550
+14% +$27.8K 0.02% 669
2020
Q1 		$159K Buy
+11,094
New +$143K 0.01% 700
2015
Q1 		– Sell
-449
Closed -$12K – 1786
2014
Q4 		$12K Buy
+449
New +$10.3K ﹤0.01% 2785
2014
Q3 		– Sell
-400
Closed -$8.4K – 1718
2014
Q2 		$8.4K Buy
+400
New +$8.88K ﹤0.01% 1860

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B. Riley Wealth Advisors's SPTN Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of SpartanNash (SPTN) in Q2 2023, closing a stake of 16,275 shares — an estimated $404K sold.

B. Riley Wealth Advisors first reported a position in SPTN in Q2 2014 and held it in 13 quarters. The position peaked at $491K in Q4 2022. 195 funds tracked by Wall St. Rank hold SPTN as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining SpartanNash position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,275 SpartanNash shares in Q2 2023, an estimated $404K.
  • B. Riley Wealth Advisors first reported a position in SpartanNash in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's SpartanNash position peaked at $491K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held SpartanNash as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.