NFG
SPTN

Next Financial Group’s SpartanNash SPTN Stock Holding History

Next Financial Group’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
2021
Q4 		$15K Hold
600
– – ﹤0.01% 2013
2021
Q3 		$13K Sell
600
-500
-45% -$10.1K ﹤0.01% 1967
2021
Q2 		$21K Hold
1,100
– – ﹤0.01% 1730
2021
Q1 		$22K Hold
1,100
– – ﹤0.01% 1612
2020
Q4 		$19K Sell
1,100
-800
-42% -$14.9K ﹤0.01% 1564
2020
Q3 		$31K Buy
+1,900
New +$37.9K ﹤0.01% 1254

Other funds holding SPTN

BlackRock
BlackRock New York $5.72T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SPTN Position: Q4 2021 in Review

Next Financial Group held its SpartanNash (SPTN) position steady in Q4 2021 at 600 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Next Financial Group first reported a position in SPTN in Q3 2020 and has held it in 6 quarters since. The position peaked at $31K in Q3 2020. 185 funds tracked by Wall St. Rank hold SPTN as of Q4 2021.

  • Next Financial Group held 600 shares of SpartanNash worth $15K as of Q4 2021.
  • Next Financial Group left its SpartanNash share count unchanged in Q4 2021.
  • SpartanNash made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2013 holding.
  • Next Financial Group first reported a position in SpartanNash in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's SpartanNash position peaked at $31K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held SpartanNash as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.