Sun Life Financial Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Sun Life Financial Inc. reported 32 stock positions worth $1.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 21.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 18.2%) and Vanguard S&P 500 ETF (VOO, 17.3%). Compared with Q4 2023, it opened 8 new positions, added to 4 and reduced 6. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +911%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001097362
- Portfolio Value
- $1.6B (Q1 2024)
- SEC Filing
- 0001104659-24-057773 ↗ filed May 7, 2024
Holdings Value
Holdings 32 stocks · $1.6B
| SPY SS SPDR S&P 500 ETF Trust-US | 21.55% | 655,039 | $342.6M | Reduce -63.9% |
| IVV iShares Core S&P 500 ETF | 18.22% | 551,002 | $289.7M | Add +911.4% |
| VOO Vanguard S&P 500 ETF | 17.29% | 571,669 | $274.8M | Add +1531.8% |
| EWT iShares MSCI Taiwan ETF | 4.93% | 1,609,250 | $78.3M | Add +26.5% |
| QQQ Invesco QQQ Trust Series 1 | 4.87% | 174,310 | $77.4M | Reduce -1.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.87% | 1,509,000 | $77.4M | No change |
| MCW Mister Car Wash Inc. | 4.52% | 9,269,238 | $71.8M | No change |
| EWY iShares MSCI South Korea ETF | 4.31% | 1,021,273 | $68.5M | Reduce -32.5% |
| PLD Prologis Inc. | 3.02% | 368,359 | $48.0M | No change |
| XVV iShares ESG Select Screened | 2.09% | 823,040 | $33.2M | No change |
| CCAP Crescent Capital BDC Inc. | 1.85% | 1,706,082 | $29.4M | No change |
| AVB Avalonbay Communities Inc. | 1.76% | 150,427 | $27.9M | No change |
| DLR Digital Realty Trust Inc. | 1.45% | 159,881 | $23.0M | Add +2.6% |
| INDA iShares MSCI India ETF | 1.01% | 310,700 | $16.0M | Reduce -89.1% |
| CPT Camden Property Trust | 0.99% | 159,528 | $15.7M | No change |
| JNK SS SPDR BB High Yield Bond | 0.97% | 168,000 | $15.4M | New |
| IEF iShares 7-10 Year Treasury B | 0.94% | 152,000 | $15.0M | New |
| FR First Industrial Realty TR | 0.84% | 252,856 | $13.3M | No change |
| REXR Rexford Industrial Realty Inc. | 0.79% | 249,854 | $12.6M | No change |
| EWS iShares MSCI Singapore ETF | 0.63% | 543,900 | $10.0M | New |
| EWU iShares MSCI United Kingdom | 0.59% | 274,393 | $9.4M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.59% | 86,000 | $9.3M | New |
| EWJ iShares MSCI Japan ETF | 0.39% | 87,829 | $6.3M | Reduce -19.0% |
| EIDO iShares MSCI Indonesia ETF | 0.36% | 255,000 | $5.7M | New |
| EWM iShares MSCI Malaysia ETF | 0.27% | 196,800 | $4.3M | New |
| EPHE iShares MSCI Philippines ETF | 0.24% | 140,500 | $3.9M | New |
| THD iShares MSCI Thailand ETF | 0.22% | 60,200 | $3.5M | New |
| EWQ iShares MSCI France ETF | 0.16% | 60,600 | $2.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.16% | 31,412 | $2.5M | Reduce -22.6% |
| EWW iShares MSCI Mexico ETF | 0.07% | 15,685 | $1.1M | No change |
| EWG iShares MSCI Germany ETF | 0.03% | 17,125 | $544K | No change |
| EAF Graftech International Ltd. | 0.03% | 841,528 | $456K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -63.9% | 21.55% | −30.53 |
| INDA iShares MSCI India ETF | Reduce -89.1% | 1.01% | −7.38 |
| EWY iShares MSCI South Korea ETF | Reduce -32.5% | 4.31% | −1.68 |
| EFA iShares MSCI Eafe ETF | Reduce -22.6% | 0.16% | −0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -19.0% | 0.39% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 4.87% | +0.47 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +911.4% | 18.22% | +16.65 |
| VOO Vanguard S&P 500 ETF | Add +1531.8% | 17.29% | +16.36 |
| EWT iShares MSCI Taiwan ETF | Add +26.5% | 4.93% | +1.39 |
| JNK SS SPDR BB High Yield Bond | New | 0.97% | +0.97 |
| IEF iShares 7-10 Year Treasury B | New | 0.94% | +0.94 |
| EWS iShares MSCI Singapore ETF | New | 0.63% | +0.63 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.59% | +0.59 |
| EIDO iShares MSCI Indonesia ETF | New | 0.36% | +0.36 |
| EWM iShares MSCI Malaysia ETF | New | 0.27% | +0.27 |
| EPHE iShares MSCI Philippines ETF | New | 0.24% | +0.24 |
| THD iShares MSCI Thailand ETF | New | 0.22% | +0.22 |
| DLR Digital Realty Trust Inc. | Add +2.6% | 1.45% | +0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $2.0B | SPY, SNPE, IVV, VOO, EWT |
| Q1 2026 | 44 | $1.8B | SPY, IVV, SNPE, VOO, EWT |
| Q4 2025 | 38 | $1.9B | SPY, IVV, VOO, SNPE, EWY |
| Q3 2025 | 36 | $2.0B | SPY, IVV, VOO, SNPE, EWY |
| Q2 2025 | 37 | $1.8B | SPY, IVV, VOO, SNPE, EWY |
| Q1 2025 | 33 | $1.6B | SPY, IVV, VOO, EWT, EWY |
| Q4 2024 | 35 | $1.8B | SPY, IVV, VOO, EWT, QQQ |
| Q3 2024 | 33 | $1.8B | SPY, IVV, VOO, EWT, EWY |
| Q2 2024 | 29 | $1.7B | SPY, IVV, VOO, EWT, EWY |
| Q1 2024 | 32 | $1.6B | SPY, IVV, VOO, EWT, QQQ |