Banco BTG Pactual’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Banco BTG Pactual’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-130,000	Closed	-$6.81M	–	224
2025 Q2	$6.81M	Sell	130,000 -70,000	-35%	-$3.46M	1.39%	23
2025 Q1	$9.96M	Hold	200,000	–	–	2.46%	9
2024 Q4	$9.64M	Buy	+200,000	New	+$9.67M	2.24%	10
2024 Q2	–	Sell	-107,262	Closed	-$4.52M	–	240
2024 Q1	$4.52M	Buy	107,262 +31,925	+42%	+$1.26M	0.76%	33
2023 Q4	$2.84M	Buy	+75,337	New	+$2.61M	0.35%	43

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Banco BTG Pactual's XLF Position: Q3 2025 in Review

Banco BTG Pactual sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 130,000 shares — an estimated $6.81M sold.

Banco BTG Pactual first reported a position in XLF in Q4 2023 and held it in 5 quarters. The position peaked at $9.96M in Q1 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Banco BTG Pactual reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Banco BTG Pactual sold 130,000 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $6.81M.
Banco BTG Pactual first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
Banco BTG Pactual's State Street Financial Select Sector SPDR ETF position peaked at $9.96M in Q1 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Banco BTG Pactual's 13F filing for Q3 2025, filed 13 Nov 2025.