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MFS SPL Value TR

CUSIP: 55274E102 | 82 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
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Institutional Holders — Q1 2024

Absolute Investment Advisers, LLC145,750
0.1% of portfolio›$648.6K
CSS LLC78,380
0.0% of portfolio›$348.8K
Quarry LP74,522
0.1% of portfolio›$331.6K
CoreCap Advisors, LLC40,220
0.0% of portfolio›$179.0K
Commonwealth Equity Services, LLC39,062
0.0% of portfolio›$174
LPL Financial LLC32,691
0.0% of portfolio›$145.5K
Susquehanna International Group, LLP30,531
0.0% of portfolio›$135.9K
NewEdge Advisors, LLC28,000
0.0% of portfolio›$124.6K
Citadel Advisors LLC21,600
0.0% of portfolio›$96.1K
Almitas Capital LLC18,154
0.0% of portfolio›$80.8K
Marion Wealth Management17,668
0.0% of portfolio›$78.6K
Arkadios Wealth Advisors15,571
0.0% of portfolio›$69.3K
Dudley Capital Management, LLC14,000
0.0% of portfolio›$62.0K
Osaic Holdings, Inc.13,444
0.0% of portfolio›$59.8K
Bulldog Investors, LLPA11,437
0.0% of portfolio›$50.9K
JAG Capital Management, LLC11,307
0.0% of portfolio›$50.3K
Commonwealth Financial Services, LLC10,000
0.0% of portfolio›$40.9K
Morgan Stanley8,010
0.0% of portfolio›$35.6K
UBS Group AG4,934
0.0% of portfolio›$22.0K
Hollencrest Capital Management2,000
0.0% of portfolio›$8.9K
Clean Yield Group1,325
0.0% of portfolio›$5.9K
HHM Wealth Advisors, LLC802
0.0% of portfolio›$3.6K
Wells Fargo & Company1
0.0% of portfolio›$6
FMR LLC1
0.0% of portfolio›$4
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Absolute Investment Advisers, LLC
145,750$648.6K0.1%YieldHighRosemary Beach, FL2025-01-31
CSS LLC
78,380$348.8K0.0%Deep ValueHighChicago, IL2024-05-15
Quarry LP
74,522$331.6K0.1%YieldVery HighNew York, NY2024-05-15
CoreCap Advisors, LLC
40,220$179.0K0.0%ETFMediumSouthfield, MI2024-08-08
Commonwealth Equity Services, LLC
39,062$1740.0%ETFLowWaltham, MA2024-04-29
LPL Financial LLC
32,691$145.5K0.0%IndexVery LowFort Mill, SC2024-05-10
Susquehanna International Group, LLP
30,531$135.9K0.0%GrowthHighBala Cynwyd, PA2024-05-07
NewEdge Advisors, LLC
28,000$124.6K0.0%CoreLowNew Orleans, LA2024-05-14
Citadel Advisors LLC
21,600$96.1K0.0%CoreVery HighMiami, FL2024-05-15
Almitas Capital LLC
18,154$80.8K0.0%YieldMediumSanta Monica, CA2024-05-14
Marion Wealth Management
17,668$78.6K0.0%ETFVery LowMonroeville, PA2024-04-08
Arkadios Wealth Advisors
15,571$69.3K0.0%CoreLowAtlanta, GA2024-04-30
Dudley Capital Management, LLC
14,000$62.0K0.0%GrowthLowMiddleburg, VA2024-05-13
Osaic Holdings, Inc.
13,444$59.8K0.0%IndexLowScottsdale, AZ2024-05-10
Bulldog Investors, LLPActivist
11,437$50.9K0.0%YieldHighSaddle Brook, NJ2024-05-10
JAG Capital Management, LLC
11,307$50.3K0.0%GrowthHighSt Louis, MO2024-05-01
Commonwealth Financial Services, LLC
10,000$40.9K0.0%ETFMediumVienna, WV2024-05-14
Morgan Stanley
8,010$35.6K0.0%CoreLowNew York, NY2024-10-17
UBS Group AG
4,934$22.0K0.0%CoreMediumZurich, Switzerland2024-05-13
Hollencrest Capital Management
2,000$8.9K0.0%ETFLowNewport Beach, CA2024-05-01
Clean Yield Group
1,325$5.9K0.0%CoreLowNorwich, VT2024-05-29
HHM Wealth Advisors, LLC
802$3.6K0.0%ETFVery LowChattanooga, TN2024-05-14
Wells Fargo & Company
1$60.0%CoreLowSan Francisco, CA2024-05-10
FMR LLC
1$40.0%GrowthMediumBoston, MA2026-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01