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CIK: 0001097362
Total reported value
$2.0B
$2.0B
33 檔
53.7%
As reported in its official Q1 2025 Form 13F filing, Sun Life Financial Inc's tracked investment portfolio stood at $2.0B with 33 total positions.
In Q1 2025, Sun Life Financial Inc displayed an active expansion posture, initiating 33 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 22.61% | +0.63% | -0.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.52% | +0.54% | -11.87% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.10% | +0.47% | -11.35% | |
| 4 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 5.76% | +0.81% | -5.29% | |
| 5 | EWY | Ishares Msci South Korea ETF | ETF-Other | 5.30% | — | +21.89% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.83% | +1.15% | -0.65% | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.33% | — | +18.65% | |
| 8 | LODI | Aam Slc Low Duration Inc ETF | ETF-Other | 3.17% | -0.28% | — | |
| 9 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 2.41% | -0.29% | — | |
| 10 | EWS | Ishares Msci Singapore ETF | ETF-Other | 2.30% | -2.72% | +0.49% | |
| 11 | XVV | Ishares Esg Select Screened | ETF-Other | 2.23% | -1.02% | — | |
| 12 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.04% | — | — | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.94% | -0.01% | +4.88% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.59% | -0.51% | — | |
| 15 | PLD | Prologis Inc | Stock-Real Estate | 1.56% | -0.01% | — | |
| 16 | ✓ | Mister Car Wash, Inc | Stock-Other | 1.45% | — | -23.84% | |
| 17 | CPT | Camden Property Trust | Stock-Real Estate | 1.23% | — | — | |
| 18 | INDA | Ishares Msci India ETF | ETF-Other | 1.00% | +0.03% | — | |
| 19 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.75% | -0.35% | -6.43% | |
| 20 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.62% | — | — | |
| 21 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.61% | — | — | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 0.58% | — | — | |
| 23 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.52% | -0.01% | — | |
| 24 | BXP | Bxp Inc | Stock-Real Estate | 0.51% | — | — | |
| 25 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.40% | — | — | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.25% | -0.03% | -28.76% | |
| 27 | EWQ | Ishares Msci France ETF | ETF-Other | 0.14% | -0.01% | -1.39% | |
| 28 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.13% | -0.02% | -79.78% | |
| 29 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.04% | -0.03% | -3.03% | |
| 30 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | -3.44% | |
| 31 | EAFEUR | Graftech International LTD | Stock-Other | 0.02% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.01% | -0.24% | -98.26% | |
| 33 | BBGI | Beasley Broadcast Grp Inc -a | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Sun Life Financial Inc reported a total U.S. public equity portfolio value of $2.0B across 33 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 53.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $357.2M
During Q1 2025, Sun Life Financial Inc's top holdings by market value included SPY (22.6%)、IVV (16.5%)、VOO (16.1%). The largest single position, SPY, represented 22.6% of total portfolio value.
In Q1 2025, Sun Life Financial Inc made 33 total portfolio adjustments, initiating 33 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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