SUN LIFE FINANCIAL INC: SPY position timeline

SUN LIFE FINANCIAL INC held 600,571 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 600,571 shares

   Change vs previous 13F -4,419 shares

   22.97% of the 13F portfolio, value $448,488,000.

   13F-HR 0001104659-26-094558 filed by SUN LIFE FINANCIAL INC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 604,990 shares

   Change vs previous 13F -19,204 shares

   22.34% of the 13F portfolio, value $393,449,000.

   13F-HR 0001104659-26-060809 filed by SUN LIFE FINANCIAL INC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 624,194 shares

   Change vs previous 13F -9,865 shares

   22.34% of the 13F portfolio, value $425,651,000.

   13F-HR 0001104659-26-013960 filed by SUN LIFE FINANCIAL INC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 634,059 shares

   Change vs previous 13F +1,910 shares

   21.54% of the 13F portfolio, value $422,398,000.

   13F-HR 0001104659-25-108855 filed by SUN LIFE FINANCIAL INC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 632,149 shares

   Change vs previous 13F -6,380 shares

   21.36% of the 13F portfolio, value $390,574,000.

   13F-HR 0001104659-25-077368 filed by SUN LIFE FINANCIAL INC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 638,529 shares

   Change vs previous 13F -5,645 shares

   22.61% of the 13F portfolio, value $357,186,000.

   13F-HR 0001104659-25-046220 filed by SUN LIFE FINANCIAL INC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 644,174 shares

   Change vs previous 13F +12,145 shares

   21.06% of the 13F portfolio, value $377,537,000.

   13F-HR 0001104659-25-012323 filed by SUN LIFE FINANCIAL INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 632,029 shares

   Change vs previous 13F not available

   20.23% of the 13F portfolio, value $362,633,000.

   13F-HR 0001104659-24-111143 filed by SUN LIFE FINANCIAL INC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).