Sun Life Financial Inc. ETF holdings
Toronto, Ontario, Canada
Reported $1.9B in 23 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.9B
ETFs held
23
Change from prior quarter
+11.2%
With price moves
ETFs as a share of its 13F
98.0%
of $2.0B
Top 10 of 23 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $448.5M | 600,571 | −4,419 shares |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | $329.4M | 4,783,652 | +74,706 shares |
| IVV | iShares Core S&P 500 ETF | $323.5M | 431,993 | −323 shares |
| VOO | Vanguard S&P 500 ETF | $319.2M | 464,796 | −3,362 shares |
| EWT | iShares MSCI Taiwan ETF | $145.7M | 1,341,618 | −311,290 shares |
| QQQ | Invesco QQQ Trust | $91.2M | 123,779 | +16,336 shares |
| LODI | AAM SLC Low Duration Income ETF | $50.4M | 2,000,000 | No change |
| CLOC | AAM Crescent Clo ETF | $49.9M | 2,000,000 | No change |
| XVV | iShares ESG Select Screened S&P 500 ETF | $25.1M | 441,619 | −381,421 shares |
| RECS | Columbia Research Enhanced Core ETF | $20.7M | 478,020 | New position |
13 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001097362. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sun Life Financial Inc. own?
Sun Life Financial Inc. reported 23 ETF positions worth $1.9B in its Form 13F for June 30, 2026. The largest was SPY, at $448.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.