LPL Financial
SPTN

LPL Financial’s SpartanNash SPTN Stock Holding History

LPL Financial’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
-17,332
Closed -$388K – 5422
2024
Q3 		$388K Buy
+17,332
New +$358K ﹤0.01% 4220
2022
Q2 		– Sell
-15,505
Closed -$512K – 4527
2022
Q1 		$512K Buy
15,505
+1,859
+14% +$52.5K ﹤0.01% 3184
2021
Q4 		$352K Sell
13,646
-2,373
-15% -$57.2K ﹤0.01% 3574
2021
Q3 		$351K Sell
16,019
-5,162
-24% -$104K ﹤0.01% 3523
2021
Q2 		$409K Buy
21,181
+532
+3% +$10.6K ﹤0.01% 3332
2021
Q1 		$405K Buy
20,649
+6,296
+44% +$119K ﹤0.01% 3209
2020
Q4 		$250K Buy
+14,353
New +$268K ﹤0.01% 3356
2020
Q3 		– Sell
-10,316
Closed -$219K – 3619
2020
Q2 		$219K Buy
+10,316
New +$185K ﹤0.01% 3071

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

LPL Financial's SPTN Position: Q4 2024 in Review

LPL Financial sold out of SpartanNash (SPTN) in Q4 2024, closing a stake of 17,332 shares — an estimated $388K sold.

LPL Financial first reported a position in SPTN in Q2 2020 and held it in 8 quarters. The position peaked at $512K in Q1 2022. 201 funds tracked by Wall St. Rank hold SPTN as of Q4 2024.

  • LPL Financial reported no remaining SpartanNash position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 17,332 SpartanNash shares in Q4 2024, an estimated $388K.
  • LPL Financial first reported a position in SpartanNash in Q2 2020 and held it in 8 quarters.
  • LPL Financial's SpartanNash position peaked at $512K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held SpartanNash as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.