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CIK: 0001097362
Total reported value
$2.0B
$2.0B
37 檔
61.6%
In Q2 2025, Sun Life Financial Inc's U.S. equity holdings reached a combined market value of $2.0B, distributed across 37 disclosed stock positions.
During Q2 2025, Sun Life Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 21.36% | +0.63% | -1.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.77% | +0.54% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.34% | +0.47% | -0.25% | |
| 4 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 6.75% | +0.95% | — | |
| 5 | EWY | Ishares Msci South Korea ETF | ETF-Other | 6.52% | — | +7.16% | |
| 6 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 5.94% | +0.81% | -1.26% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.85% | +1.15% | -1.29% | |
| 8 | LODI | Aam Slc Low Duration Inc ETF | ETF-Other | 2.76% | -0.28% | — | |
| 9 | XVV | Ishares Esg Select Screened | ETF-Other | 2.15% | -1.02% | — | |
| 10 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.04% | -0.01% | — | |
| 11 | EWS | Ishares Msci Singapore ETF | ETF-Other | 1.72% | -2.72% | -20.95% | |
| 12 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 1.72% | -0.29% | — | |
| 13 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.70% | — | +1.33% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.41% | — | — | |
| 15 | PLD | Prologis Inc | Stock-Real Estate | 1.29% | -0.01% | +1.87% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.00% | — | — | |
| 17 | CPT | Camden Property Trust | Stock-Real Estate | 0.98% | — | — | |
| 18 | INDA | Ishares Msci India ETF | ETF-Other | 0.96% | +0.03% | +3.23% | |
| 19 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.68% | -0.35% | -2.48% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | — | — | |
| 21 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.52% | — | — | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 0.49% | — | — | |
| 23 | BXP | Bxp Inc | Stock-Real Estate | 0.44% | — | — | |
| 24 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.42% | -0.01% | +5.79% | |
| 25 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.41% | — | — | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | — | — | |
| 27 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.34% | — | +7.44% | |
| 28 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.30% | +0.09% | — | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.28% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.27% | -0.24% | +5150.66% | |
| 31 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.25% | -0.03% | +5.42% | |
| 32 | EWQ | Ishares Msci France ETF | ETF-Other | 0.14% | -0.01% | +5.22% | |
| 33 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.11% | -0.02% | -5.51% | |
| 34 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.06% | -0.03% | +36.66% | |
| 35 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | -12.08% | |
| 36 | EAFEUR | Graftech International LTD | Stock-Other | 0.02% | — | — | |
| 37 | 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 37 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 61.6% of total reported equity market value during Q2 2025.
During Q2 2025, Sun Life Financial Inc's top holdings by market value included SPY (21.4%)、IVV (15.8%)、VOO (15.3%). The largest single position, SPY, represented 21.4% of total portfolio value.
In Q2 2025, Sun Life Financial Inc made 0 total portfolio adjustments, initiating 0 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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