MFS ACTIVE EXCHANGE TRADED F - INTERMEDITE MUNI (MFSM)

Historical Holders from Q4 2024 to Q3 2025

Symbol: MFSM
Type / Class: Equity / INTERMEDITE MUNI
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 180,536
Holdings value: $4,482,726
% of all portfolios: 0%
Number of holders: 8
Number of buys: 7
Number of sells: -1
Average buys %: +0%
Average sells %: 0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of MFS ACTIVE EXCHANGE TRADED F - INTERMEDITE MUNI (MFSM)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	180,536	$4,482,726	+$3,127,598			$24.83	8
2025 Q2	54,576	$1,334,076	+$622,335			$24.44	3
2025 Q1	29,039	$715,231	-$101,805			$24.63	2
2024 Q4	33,161	$817,704	+$817,704			$24.66	3