Sun Life Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.1M	Sell	238,587 -159,823	-40%	-$10.3M	0.83%	15
2026 Q1	$23.6M	Buy	+398,410	New	+$24.3M	1.34%	12
2025 Q2	–	Sell	-490,800	Closed	-$25.1M	–	41
2025 Q1	$25.1M	Buy	+490,800	New	+$26.8M	1.59%	14

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Sun Life Financial's SPMD Position: Q2 2026 in Review

Sun Life Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 40% in Q2 2026, selling an estimated $10.3M and leaving 238,587 shares worth $16.1M. The position accounts for 0.83% of the portfolio, ranked #15.

Sun Life Financial first reported a position in SPMD in Q1 2025 and has held it in 3 quarters since. The position peaked at $25.1M in Q1 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sun Life Financial held 238,587 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.1M as of Q2 2026.
Sun Life Financial sold 159,823 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $10.3M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.83% of Sun Life Financial's portfolio in Q2 2026, its #15 holding.
Sun Life Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 3 quarters since.
Sun Life Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $25.1M in Q1 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.