MBM Wealth Consultants’s SpartanNash SPTN Stock Holding History

MBM Wealth Consultants’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	–	Sell	-15,388	Closed	-$315K	–	109
2025 Q1	$315K	Buy	15,388 +2,305	+18%	+$44.2K	0.09%	96
2024 Q4	$238K	Buy	13,083 +1,203	+10%	+$24K	0.07%	101
2024 Q3	$266K	Buy	11,880 +137	+1%	+$2.83K	0.08%	94
2024 Q2	$211K	Buy	11,743 +431	+4%	+$8.41K	0.07%	103
2024 Q1	$229K	Buy	11,312 +406	+4%	+$8.75K	0.08%	100
2023 Q4	$243K	Buy	10,906 +1,212	+13%	+$27.5K	0.09%	94
2023 Q3	$222K	Buy	+9,694	New	+$214K	0.1%	96
2023 Q2	–	Sell	-4,682	Closed	-$179K	–	253
2023 Q1	$179K	Hold	4,682	–	–	0.07%	106
2022 Q4	$144K	Buy	4,682 +1,115	+31%	+$36.3K	0.07%	107
2022 Q3	$106K	Buy	3,567 +820	+30%	+$25.4K	0.05%	108
2022 Q2	$83K	Buy	2,747 +77	+3%	+$2.55K	0.04%	121
2022 Q1	$88K	Buy	2,670 +625	+31%	+$17.7K	0.04%	138
2021 Q4	$53K	Buy	2,045 +515	+34%	+$12.4K	0.02%	154
2021 Q3	$34K	Buy	1,530 +380	+33%	+$7.64K	0.02%	168
2021 Q2	$22K	Hold	1,150	–	–	0.01%	193
2021 Q1	$23K	Buy	+1,150	New	+$21.8K	0.01%	183

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

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return