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 – 5423
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return