SEC 13F Intelligence

Sun Life Financial Inc / SPY

Sun Life Financial Inc’s State Str Spdr S&P 500 Etf T Position

Does Sun Life Financial Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes — 605.0K shares worth $393M (+22.34% of its 13F portfolio) as of Q1 2026, down from 624.2K shares the prior filed quarter.

Position Value
$393M
Q1 2026
Shares
605.0K
% of Portfolio
+22.34%
Quarters Held
30
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $159MQ4 ’18Q1 ’19: $132MQ2 ’19: $134MQ3 ’19: $107MQ4 ’19: $161MQ4 ’19Q1 ’20: $224MQ2 ’20: $239MQ3 ’20: $309MQ4 ’20: $428MQ4 ’20Q1 ’21: $578MQ2 ’21: $826MQ3 ’21: $817MQ4 ’21: $923MQ4 ’21Q1 ’22: $827MQ2 ’22: $694MQ3 ’22: $664MQ4 ’22: $712MQ4 ’22Q1 ’23: $759MQ2 ’23: $816MQ3 ’23: $781MQ4 ’23: $862MQ4 ’23Q1 ’24: $343MQ2 ’24: $348MQ3 ’24: $363MQ4 ’24: $378MQ4 ’24Q1 ’25: $357MQ2 ’25: $391MQ3 ’25: $422MQ4 ’25: $426MQ4 ’25Q1 ’26: $393Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026605.0K$393M+22.34%
Q4 2025624.2K$426M+22.34%
Q3 2025634.1K$422M+21.54%
Q2 2025632.1K$391M+21.36%
Q1 2025638.5K$357M+22.61%
Q4 2024644.2K$378M+21.06%
Q3 2024632.0K$363M+20.23%
Q2 2024638.7K$348M+20.78%
Q1 2024655.0K$343M+21.55%
Q4 20231.81M$862M+52.09%
Q3 20231.83M$781M+57.54%
Q2 20231.84M$816M+49.91%
Q1 20231.85M$759M+53.83%
Q4 20221.86M$712M+54.51%
Q3 20221.86M$664M+53.24%
Q2 20221.84M$694M+52.30%
Q1 20221.83M$827M+38.22%
Q4 20211.94M$923M+34.26%
Q3 20211.90M$817M+46.74%
Q2 20211.93M$826M+41.65%
Q1 20211.46M$578M+49.88%
Q4 20201.14M$428M+56.15%
Q3 2020922.8K$309M+49.26%
Q2 2020776.6K$239M+46.54%
Q1 2020867.8K$224M+56.35%
Q4 2019501.1K$161M+43.10%
Q3 2019359.5K$107M+27.47%
Q2 2019458.4K$134M+33.77%
Q1 2019467.4K$132M+29.15%
Q4 2018636.0K$159M+33.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of SPY.