Banco BTG Pactual’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,284	Closed	-$242K	–	275
2026 Q1	$242K	Sell	5,284 -34,432	-87%	-$1.54M	0.02%	179
2025 Q4	$1.7M	Buy	+39,716	New	+$1.76M	0.29%	60
2024 Q4	–	Sell	-77,408	Closed	-$3.13M	–	227
2024 Q3	$3.13M	Sell	77,408 -38,616	-33%	-$1.43M	0.8%	34
2024 Q2	$4.21M	Buy	116,024 +103,838	+852%	+$3.57M	0.66%	39
2024 Q1	$400K	Sell	12,186 -87,514	-88%	-$2.73M	0.07%	133
2023 Q4	$3.16M	Buy	99,700 +29,780	+43%	+$911K	0.39%	40
2023 Q3	$2.06M	Buy	+69,920	New	+$2.25M	0.5%	36
2023 Q1	–	Sell	-15,066	Closed	-$531K	–	202
2022 Q4	$531K	Sell	15,066 -9,460	-39%	-$322K	0.3%	69
2022 Q3	$803K	Buy	+24,526	New	+$899K	0.45%	41

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Banco BTG Pactual's XLU Position: Q2 2026 in Review

Banco BTG Pactual sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 5,284 shares — an estimated $242K sold.

Banco BTG Pactual first reported a position in XLU in Q3 2022 and held it in 9 quarters. The position peaked at $4.21M in Q2 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Banco BTG Pactual reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Banco BTG Pactual sold 5,284 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $242K.
Banco BTG Pactual first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 9 quarters.
Banco BTG Pactual's State Street Utilities Select Sector SPDR ETF position peaked at $4.21M in Q2 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Banco BTG Pactual's 13F filing for Q2 2026, filed 7 Aug 2026.