Clearstead Advisors’s SpartanNash SPTN Stock Holding History

Clearstead 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 Q4	–	Sell	-1,000	Closed	-$22K	–	1632
2023 Q3	$22K	Buy	+1,000	New	+$22.1K	﹤0.01%	1007
2022 Q3	–	Sell	-1,000	Closed	-$30K	–	1350
2022 Q2	$30K	Hold	1,000	–	–	﹤0.01%	724
2022 Q1	$33K	Hold	1,000	–	–	﹤0.01%	759
2021 Q4	$26K	Hold	1,000	–	–	﹤0.01%	767
2021 Q3	$22K	Hold	1,000	–	–	﹤0.01%	787
2021 Q2	$19K	Hold	1,000	–	–	﹤0.01%	713
2021 Q1	$20K	Hold	1,000	–	–	﹤0.01%	684
2020 Q4	$17K	Hold	1,000	–	–	﹤0.01%	653
2020 Q3	$16K	Hold	1,000	–	–	﹤0.01%	614
2020 Q2	$21K	Hold	1,000	–	–	﹤0.01%	523
2020 Q1	$14K	Buy	+1,000	New	+$12.9K	﹤0.01%	545

Other funds holding SPTN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return