Sun Life Financial Inc Spdr Portfolio Transaction History

Sun Life Financial Inc

$1.58 Billion
Q1 2025

A detailed history of Sun Life Financial Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Sun Life Financial Inc holds 490,800 shares of SPMD stock, worth $24.5 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

490,800

Holding current value

$24.5 Million

% of portfolio

1.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$50.21 - $57.73 $24.6 Million - $28.3 Million	490,800 New	490,800 $25.1 Million

Others Institutions Holding SPMD

# of Institutions

736

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

Creative Planning Overland Park, KS

80.1M
Shares

$4 Billion
3.87% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$893 Million
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$654 Million
0.27% of portfolio
Cwm, LLC

6.58M
Shares

$329 Million
1.34% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$318 Million
4.98% of portfolio

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Sun Life Financial Inc Spdr Portfolio Transaction History