# MFS SPL VALUE TR (MFV)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/MFV/

- Reporting holders: 24
- Reported value: $2.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ABSOLUTE INVESTMENT ADVISERS, LLC](https://holderbook.com/funds/1316187-absolute-investment-advisers-llc/) | $648.6K | 145,750 | 0.1% | 1 |
| [CSS LLC/IL](https://holderbook.com/funds/1103646-css-llc-il/) | $348.8K | 78,380 | 0.0% | 1 |
| [Quarry LP](https://holderbook.com/funds/1965207-quarry-lp/) | $331.6K | 74,522 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $179.0K | 40,220 | 0.0% | 9 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $174.0K | 39,062 | 0.0% | 22 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $145.5K | 32,691 | 0.0% | 22 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $135.9K | 30,531 | 0.0% | 3 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $124.6K | 28,000 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $106.9K | 24,030 | 0.0% | 26 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $96.1K | 21,600 | 0.0% | 1 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $80.8K | 18,154 | 0.0% | 1 |
| [Marion Wealth Management](https://holderbook.com/funds/1911097-marion-wealth-management/) | $78.6K | 17,668 | 0.0% | 10 |
| [Arkadios Wealth Advisors](https://holderbook.com/funds/1800798-arkadios-wealth-advisors/) | $69.3K | 15,571 | 0.0% | 3 |
| [DUDLEY CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1965760-dudley-capital-management-llc/) | $62.0K | 14,000 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $59.8K | 13,444 | 0.0% | 17 |
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $50.9K | 11,437 | 0.0% | 1 |
| [JAG CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1080374-jag-capital-management-llc/) | $50.3K | 11,307 | 0.0% | 2 |
| [Commonwealth Financial Services, LLC](https://holderbook.com/funds/1536755-commonwealth-financial-services-llc/) | $40.9K | 10,000 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $22.0K | 4,934 | 0.0% | 22 |
| [HOLLENCREST CAPITAL MANAGEMENT](https://holderbook.com/funds/1161722-hollencrest-capital-management/) | $8.9K | 2,000 | 0.0% | 6 |
| [Clean Yield Group](https://holderbook.com/funds/1525865-clean-yield-group/) | $5.9K | 1,325 | 0.0% | 10 |
| [HHM Wealth Advisors, LLC](https://holderbook.com/funds/1750086-hhm-wealth-advisors-llc/) | $3.6K | 802 | 0.0% | 5 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $6 | 1 | 0.0% | 22 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $4 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 24 | $2.8M |
| Q4 2023 | 24 | $2.3M |
| Q3 2023 | 19 | $2.0M |
| Q2 2023 | 17 | $1.8M |
| Q1 2023 | 13 | $1.2M |
| Q4 2022 | 17 | $1.9M |
| Q3 2022 | 15 | $1.4M |
| Q2 2022 | 13 | $1.4M |
| Q1 2022 | 11 | $1.6M |
| Q4 2021 | 15 | $2.1M |
| Q3 2021 | 9 | $1.8M |
| Q2 2021 | 10 | $1.8M |