Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUN LIFE FINANCIAL INC (CIK 1097362) reported $1.76B across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($393.4M, 22.34%), IVV ($282.4M, 16.03%), SNPE ($280.4M, 15.92%), VOO ($279.7M, 15.88%), EWT ($117.2M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $393.4M | 22.34% | 604,990 | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $282.4M | 16.03% | 432,316 | Trimmed |
| 3 | SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $280.4M | 15.92% | 4.7M | Added |
| 4 | VOO | VANGUARD S&P 500 ETF | $279.7M | 15.88% | 468,158 | Added |
| 5 | EWT | ISHARES MSCI TAIWAN ETF | $117.2M | 6.65% | 1.7M | Trimmed |
| 6 | QQQ | INVESCO QQQ TRUST SERIES 1 | $62.0M | 3.52% | 107,443 | Trimmed |
| 7 | LODI | AAM SLC LOW DURATION INCOME ETF | $50.4M | 2.86% | 2.0M | Hold |
| 8 | BGDV | AAM CRESCENT CLO ETF | $49.6M | 2.82% | 2.0M | Hold |
| 9 | EWS | ISHARES MSCI SINGAPORE ETF | $48.8M | 2.77% | 1.7M | Added |
| 10 | XVV | ISHARES ESG SCREENED S&P 500 ETF | $40.5M | 2.30% | 823,040 | Hold |
| 11 | CCAP | CRESCENT CAPITAL BDC INC | $27.1M | 1.54% | 2.2M | Hold |
| 12 | SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | $23.6M | 1.34% | 398,410 | New |
| 13 | INDA | ISHARES MSCI INDIA ETF | $18.0M | 1.02% | 385,125 | Added |
| 14 | ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $16.8M | 0.95% | 514,607 | Added |
| 15 | THD | ISHARES MSCI THAILAND ETF | $15.3M | 0.87% | 220,513 | Added |
| 16 | EIDO | ISHARES MSCI INDONESIA ETF | $12.6M | 0.72% | 799,013 | Added |
| 17 | EWM | ISHARES MSCI MALAYSIA ETF | $11.6M | 0.66% | 407,241 | Added |
| 18 | EFA | ISHARES MSCI EAFE INDEX FUND | $7.0M | 0.40% | 72,248 | Added |
| 19 | EWJ | ISHARES MSCI JAPAN UCITS ETF | $4.8M | 0.28% | 57,372 | Trimmed |
| 20 | EWQ | ISHARES MSCI FRANCE ETF | $2.6M | 0.15% | 58,910 | Hold |
| 21 | SEAT | VIVID SEATS INC | $2.5M | 0.14% | 415,529 | Trimmed |
| 22 | EWU | ISHARES MSCI UNITED KINGDOM INDEX FUND | $2.3M | 0.13% | 51,240 | Hold |
| 23 | EQIX | EQUINIX INC | $1.6M | 0.09% | 1,666 | Hold |
| 24 | DLR | DIGITAL REALTY TRUST INC | $1.5M | 0.08% | 8,136 | Hold |
| 25 | EWW | ISHARES MSCI MEXICO CAPPED ETF | $1.4M | 0.08% | 18,395 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31