BW Gestao de Investimentos’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BW Gestao de Investimentos’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	-387,400	Closed	-$20.3M	–	154
2025 Q2	$20.3M	Buy	+387,400	New	+$19.2M	0.86%	35
2023 Q3	–	Sell	-502,580	Closed	-$16.9M	–	110
2023 Q2	$16.9M	Buy	502,580 +206,080	+70%	+$6.73M	2.5%	13
2023 Q1	$9.53M	Buy	+296,500	New	+$10.3M	1.36%	28
2018 Q3	–	Sell	-138,300	Closed	-$3.68M	–	119
2018 Q2	$3.68M	Buy	138,300 +96,000	+227%	+$2.65M	0.83%	20
2018 Q1	$1.17M	Buy	+42,300	New	+$1.22M	0.15%	41

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

BW Gestao de Investimentos's XLF Position: Q3 2025 in Review

BW Gestao de Investimentos sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 387,400 shares — an estimated $20.3M sold.

BW Gestao de Investimentos first reported a position in XLF in Q1 2018 and held it in 5 quarters. The position peaked at $20.3M in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

BW Gestao de Investimentos reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
BW Gestao de Investimentos sold 387,400 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $20.3M.
BW Gestao de Investimentos first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
BW Gestao de Investimentos's State Street Financial Select Sector SPDR ETF position peaked at $20.3M in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on BW Gestao de Investimentos's 13F filing for Q3 2025, filed 13 Nov 2025.