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Sonora Investment Management Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sonora Investment Management Group’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$357K Hold
599
– – 0.03% 208
2025
Q2 		$339K Buy
+599
New +$321K 0.03% 207

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management Group's MDY Position: Q3 2025 in Review

Sonora Investment Management Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 599 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #208.

Sonora Investment Management Group first reported a position in MDY in Q2 2025 and has held it in 2 quarters since. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

  • Sonora Investment Management Group held 599 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $357K as of Q3 2025.
  • Sonora Investment Management Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #208 holding.
  • Sonora Investment Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 2 quarters since.
  • 1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.