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Sonora Investment Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sonora Investment Management Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.99M Buy
7,490
+24
+0.3% +$15.4K 0.35% 68
2025
Q2 		$4.61M Buy
7,466
+482
+7% +$276K 0.34% 67
2025
Q1 		$3.91M Buy
6,984
+466
+7% +$274K 0.31% 74
2024
Q4 		$3.82M Sell
6,518
-196
-3% -$115K 0.29% 82
2024
Q3 		$3.85M Buy
6,714
+373
+6% +$206K 0.29% 83
2024
Q2 		$3.32M Hold
6,341
– – 0.26% 89
2024
Q1 		$3.32M Sell
6,341
-76
-1% -$37.8K 0.26% 89
2023
Q4 		$3.05M Buy
6,417
+81
+1% +$36.1K 0.25% 93
2023
Q3 		$2.71M Buy
6,336
+6
+0.1% +$2.67K 0.23% 99
2023
Q2 		$2.81M Sell
6,330
-452
-7% -$190K 0.24% 97
2023
Q1 		$2.78M Buy
6,782
+630
+10% +$251K 0.24% 98
2022
Q4 		$2.35M Buy
6,152
+2,040
+50% +$784K 0.21% 102
2022
Q3 		$1.55M Hold
4,112
– – 0.2% 88
2022
Q2 		$1.55M Hold
4,112
– – 0.15% 117
2022
Q1 		$1.86M Buy
4,112
+318
+8% +$142K 0.21% 88
2021
Q4 		$1.8M Buy
+3,794
New +$1.74M 0.21% 89

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sonora Investment Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.32% in Q3 2025, buying an estimated $15.4K and bringing the position to 7,490 shares worth $4.99M. The position accounts for 0.35% of the portfolio, ranked #68.

Sonora Investment Management Group first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Sonora Investment Management Group held 7,490 shares of State Street SPDR S&P 500 ETF Trust worth $4.99M as of Q3 2025.
  • Sonora Investment Management Group bought 24 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $15.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.35% of Sonora Investment Management Group's portfolio in Q3 2025, its #68 holding.
  • Sonora Investment Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 quarters since.
  • 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

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