Sun Life Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sun Life Financial’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-16,698	Closed	-$8.19M	–	80
2022 Q1	$8.19M	Hold	16,698	–	–	0.38%	19
2021 Q4	$8.64M	Hold	16,698	–	–	0.32%	19
2021 Q3	$8.03M	Hold	16,698	–	–	0.46%	18
2021 Q2	$8.2M	Sell	16,698 -802	-5%	-$396K	0.41%	18
2021 Q1	$8.33M	Hold	17,500	–	–	0.72%	17
2020 Q4	$7.35M	Hold	17,500	–	–	0.96%	13
2020 Q3	$5.93M	Hold	17,500	–	–	0.95%	15
2020 Q2	$5.68M	Hold	17,500	–	–	1.1%	13
2020 Q1	$4.6M	Hold	17,500	–	–	1.16%	9
2019 Q4	$6.57M	Hold	17,500	–	–	1.76%	8
2019 Q3	$6.17M	Hold	17,500	–	–	1.59%	9
2019 Q2	$6.21M	Hold	17,500	–	–	1.56%	9
2019 Q1	$6.04M	Hold	17,500	–	–	1.33%	10
2018 Q4	$5.3M	Hold	17,500	–	–	1.12%	11
2018 Q3	$6.43M	Hold	17,500	–	–	1.17%	12
2018 Q2	$6.21M	Buy	17,500 +11,520	+193%	+$4.05M	0.89%	17
2018 Q1	$17.5K	Sell	5,980 -11,520	-66%	-$4.01M	0.16%	78
2017 Q4	$6.04M	Hold	17,500	–	–	0.62%	20
2017 Q3	$5.71M	Hold	17,500	–	–	0.56%	22
2017 Q2	$5.56M	Buy	17,500 +12,033	+220%	+$3.79M	0.6%	19
2017 Q1	$17.5K	Buy	+5,467	New	+$1.7M	0.04%	52
2016 Q4	–	Sell	-17,500	Closed	-$4.94M	–	510
2016 Q3	$4.94M	Hold	17,500	–	–	0.61%	22
2016 Q2	$4.76M	Hold	17,500	–	–	0.56%	25
2016 Q1	$4.6M	Hold	17,500	–	–	8.93%	4
2015 Q4	$4.45M	Buy	+17,500	New	+$4.55M	0.61%	22

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sun Life Financial's MDY Position: Q2 2022 in Review

Sun Life Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2022, closing a stake of 16,698 shares — an estimated $8.19M sold.

Sun Life Financial first reported a position in MDY in Q4 2015 and held it in 25 quarters. The position peaked at $8.64M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold MDY as of Q2 2022.

Sun Life Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2022 after selling out during the quarter.
Sun Life Financial sold 16,698 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2022, an estimated $8.19M.
Sun Life Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and held it in 25 quarters.
Sun Life Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.64M in Q4 2021.
1,039 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.