MFS SPL Value TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Absolute Investment Advisers, LLC

NEW

Shares145,750

Change+145,750

Value$648.6K

Filed 2025-01-31

CSS LLC

NEW

Shares78,380

Change+78,380

Value$348.8K

Filed 2024-05-15

Quarry LP

NEW

Shares74,522

Change+74,522

Value$331.6K

Filed 2024-05-15

CoreCap Advisors, LLC

UNCHANGED

Shares40,220 from 40,220

Change0 (0%)

Value$179.0K (+$14.5K)

Filed 2024-08-08

Commonwealth Equity Services, LLC

DECREASED

Shares39,062 from 39,951

Change-889 (-2%)

Value$174 (+$11)

Filed 2024-04-29

LPL Financial LLC

DECREASED

Shares32,691 from 39,197

Change-6,506 (-17%)

Value$145.5K (-$14.8K)

Filed 2024-05-10

Susquehanna International Group, LLP

INCREASED

Shares30,531 from 30,324

Change+207 (+1%)

Value$135.9K (+$11.8K)

Filed 2024-05-07

NewEdge Advisors, LLC

DECREASED

Shares28,000 from 44,400

Change-16,400 (-37%)

Value$124.6K (-$56.8K)

Filed 2024-05-14

Citadel Advisors LLC

NEW

Shares21,600

Change+21,600

Value$96.1K

Filed 2024-05-15

Almitas Capital LLC

NEW

Shares18,154

Change+18,154

Value$80.8K

Filed 2024-05-14

Marion Wealth Management

INCREASED

Shares17,668 from 17,075

Change+593 (+3%)

Value$78.6K (+$8.8K)

Filed 2024-04-08

Arkadios Wealth Advisors

UNCHANGED

Shares15,571 from 15,571

Change0 (0%)

Value$69.3K (+$5.6K)

Filed 2024-04-30

Dudley Capital Management, LLC

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$62.0K (+$4.8K)

Filed 2024-05-13

Osaic Holdings, Inc.

UNCHANGED

Shares13,444 from 13,444

Change0 (0%)

Value$59.8K (+$4.8K)

Filed 2024-05-10

Bulldog Investors, LLPA

NEW

Shares11,437

Change+11,437

Value$50.9K

Filed 2024-05-10

JAG Capital Management, LLC

INCREASED

Shares11,307 from 11,231

Change+76 (+1%)

Value$50.3K (+$4.4K)

Filed 2024-05-01

Commonwealth Financial Services, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$40.9K ($0)

Filed 2024-05-14

Morgan Stanley

DECREASED

Shares8,010 from 9,333

Change-1,323 (-14%)

Value$35.6K (-$2.5K)

Filed 2024-10-17

UBS Group AG

DECREASED

Shares4,934 from 6,590

Change-1,656 (-25%)

Value$22.0K (-$5.0K)

Filed 2024-05-13

Hollencrest Capital Management

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$8.9K (+$720)

Filed 2024-05-01

Clean Yield Group

UNCHANGED

Shares1,325 from 1,325

Change0 (0%)

Value$5.9K (+$477)

Filed 2024-05-29

HHM Wealth Advisors, LLC

UNCHANGED

Shares802 from 802

Change0 (0%)

Value$3.6K (+$288)

Filed 2024-05-14

FMR LLC

NEW

Shares1

Change+1

Value$4

Filed 2026-11-05

Wells Fargo & Company

DECREASED

Shares1 from 15,802

Change-15,801 (-100%)

Value$6 (-$64.6K)

Filed 2024-05-10

Shaker Financial Services, LLC

CLOSED

Shares0 from 115,301

Change-115,301 (-100%)

Value$0 (-$471.6K)

Filed 2024-05-13

Kingswood Wealth Advisors, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$169.1K)

Filed 2024-04-15

Landscape Capital Management, L.L.C.

CLOSED

Shares0 from 11,967

Change-11,967 (-100%)

Value$0 (-$48.9K)

Filed 2024-05-09

Raymond James & Associates

CLOSED

Shares0 from 10,884

Change-10,884 (-100%)

Value$0 (-$44.5K)

Filed 2024-04-22

Wolverine Asset Management LLC

CLOSED

Shares0 from 6,426

Change-6,426 (-100%)

Value$0 (-$26.3K)

Filed 2024-05-13

Peapack Gladstone Financial Corp

CLOSED

Shares0 from 5,664

Change-5,664 (-100%)

Value$0 (-$212)

Filed 2024-05-10

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 3,650

Change-3,650 (-100%)

Value$0 (-$14.9K)

Filed 2024-05-15

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

	Status
Absolute Investment Advisers, LLC	NEW	145,750	—	+145,750	—	—	$648.6K	—	2025-01-31
CSS LLC	NEW	78,380	—	+78,380	—	—	$348.8K	—	2024-05-15
Quarry LP	NEW	74,522	—	+74,522	—	—	$331.6K	—	2024-05-15
CoreCap Advisors, LLC	UNCHANGED	40,220	40,220	0	0%	$164.5K	$179.0K	+$14.5K	2024-08-08
Commonwealth Equity Services, LLC	DECREASED	39,062	39,951	-889	-2%	$163	$174	+$11	2024-04-29
LPL Financial LLC	DECREASED	32,691	39,197	-6,506	-17%	$160.3K	$145.5K	-$14.8K	2024-05-10
Susquehanna International Group, LLP	INCREASED	30,531	30,324	+207	+1%	$124.0K	$135.9K	+$11.8K	2024-05-07
NewEdge Advisors, LLC	DECREASED	28,000	44,400	-16,400	-37%	$181.4K	$124.6K	-$56.8K	2024-05-14
Citadel Advisors LLC	NEW	21,600	—	+21,600	—	—	$96.1K	—	2024-05-15
Almitas Capital LLC	NEW	18,154	—	+18,154	—	—	$80.8K	—	2024-05-14
Marion Wealth Management	INCREASED	17,668	17,075	+593	+3%	$69.8K	$78.6K	+$8.8K	2024-04-08
Arkadios Wealth Advisors	UNCHANGED	15,571	15,571	0	0%	$63.7K	$69.3K	+$5.6K	2024-04-30
Dudley Capital Management, LLC	UNCHANGED	14,000	14,000	0	0%	$57.3K	$62.0K	+$4.8K	2024-05-13
Osaic Holdings, Inc.	UNCHANGED	13,444	13,444	0	0%	$55.0K	$59.8K	+$4.8K	2024-05-10
Bulldog Investors, LLPA	NEW	11,437	—	+11,437	—	—	$50.9K	—	2024-05-10
JAG Capital Management, LLC	INCREASED	11,307	11,231	+76	+1%	$45.9K	$50.3K	+$4.4K	2024-05-01
Commonwealth Financial Services, LLC	UNCHANGED	10,000	10,000	0	0%	$40.9K	$40.9K	$0	2024-05-14
Morgan Stanley	DECREASED	8,010	9,333	-1,323	-14%	$38.2K	$35.6K	-$2.5K	2024-10-17
UBS Group AG	DECREASED	4,934	6,590	-1,656	-25%	$27.0K	$22.0K	-$5.0K	2024-05-13
Hollencrest Capital Management	UNCHANGED	2,000	2,000	0	0%	$8.2K	$8.9K	+$720	2024-05-01
Clean Yield Group	UNCHANGED	1,325	1,325	0	0%	$5.4K	$5.9K	+$477	2024-05-29
HHM Wealth Advisors, LLC	UNCHANGED	802	802	0	0%	$3.3K	$3.6K	+$288	2024-05-14
FMR LLC	NEW	1	—	+1	—	—	$4	—	2026-11-05
Wells Fargo & Company	DECREASED	1	15,802	-15,801	-100%	$64.6K	$6	-$64.6K	2024-05-10
Shaker Financial Services, LLC	CLOSED	0	115,301	-115,301	-100%	$471.6K	$0	-$471.6K	2024-05-13
Kingswood Wealth Advisors, LLC	CLOSED	0	15,000	-15,000	-100%	$169.1K	$0	-$169.1K	2024-04-15
Landscape Capital Management, L.L.C.	CLOSED	0	11,967	-11,967	-100%	$48.9K	$0	-$48.9K	2024-05-09
Raymond James & Associates	CLOSED	0	10,884	-10,884	-100%	$44.5K	$0	-$44.5K	2024-04-22
Wolverine Asset Management LLC	CLOSED	0	6,426	-6,426	-100%	$26.3K	$0	-$26.3K	2024-05-13
Peapack Gladstone Financial Corp	CLOSED	0	5,664	-5,664	-100%	$212	$0	-$212	2024-05-10
Northwestern Mutual Wealth Management Co	CLOSED	0	3,650	-3,650	-100%	$14.9K	$0	-$14.9K	2024-05-15
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-05-01

Showing 32 of 32 institutions