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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Spire Wealth Management's SLF Position: Q3 2025 in Review

Spire Wealth Management sold out of Sun Life Financial (SLF) in Q3 2025, closing a stake of 125 shares — an estimated $8.31K sold.

Spire Wealth Management first reported a position in SLF in Q1 2021 and held it in 12 quarters. The position peaked at $63K in Q1 2022. 433 funds tracked by Wall St. Rank hold SLF as of Q3 2025.

Spire Wealth Management reported no remaining Sun Life Financial position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 125 Sun Life Financial shares in Q3 2025, an estimated $8.31K.
Spire Wealth Management first reported a position in Sun Life Financial in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's Sun Life Financial position peaked at $63K in Q1 2022.
433 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.