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
2019 Q4	–	Sell	-1,800,000	Closed	-$58.3M	–	90
2019 Q3	$58.3M	Buy	+1,800,000	New	+$55.5M	22.35%	1
2019 Q2	–	Sell	-400,000	Closed	-$11.6M	–	82
2019 Q1	$11.6M	Buy	+400,000	New	+$11.1M	3.35%	12

Other funds holding XLU

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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Banco BTG Pactual's XLU Position: Q1 2026 in Review

Banco BTG Pactual reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 87% in Q1 2026, selling an estimated $1.54M and leaving 5,284 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #179.

Banco BTG Pactual first reported a position in XLU in Q3 2022 and has held it in 9 quarters since. The position peaked at $4.21M in Q2 2024. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Banco BTG Pactual held 5,284 shares of State Street Utilities Select Sector SPDR ETF worth $242K as of Q1 2026.
Banco BTG Pactual sold 34,432 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.54M.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Banco BTG Pactual's portfolio in Q1 2026, its #179 holding.
Banco BTG Pactual first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 9 quarters since.
Banco BTG Pactual's State Street Utilities Select Sector SPDR ETF position peaked at $4.21M in Q2 2024.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.