Spire Wealth Management’s Sun Life Financial SLF Stock Holding History

Spire Wealth Management’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-125	Closed	-$8.31K	–	2473
2025 Q2	$8.31K	Buy	+125	New	+$7.67K	﹤0.01%	1779
2024 Q2	–	Sell	-568	Closed	-$31K	–	2376
2024 Q1	$31K	Hold	568	–	–	﹤0.01%	1375
2023 Q4	$29K	Hold	568	–	–	﹤0.01%	1399
2023 Q3	$27.7K	Hold	568	–	–	﹤0.01%	1382
2023 Q2	$29.6K	Hold	568	–	–	﹤0.01%	1418
2023 Q1	$26.5K	Buy	+568	New	+$27.3K	﹤0.01%	1494
2022 Q3	–	Sell	-568	Closed	-$26K	–	2550
2022 Q2	$26K	Sell	568 -568	-50%	-$28.3K	﹤0.01%	1564
2022 Q1	$63K	Hold	1,136	–	–	﹤0.01%	1359
2021 Q4	$63K	Hold	1,136	–	–	﹤0.01%	1611
2021 Q3	$58K	Hold	1,136	–	–	﹤0.01%	1410
2021 Q2	$59K	Hold	1,136	–	–	﹤0.01%	1410
2021 Q1	$57K	Buy	+1,136	New	+$55.6K	﹤0.01%	1665

Other funds holding SLF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return