BW Gestao de Investimentos’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BW Gestao de Investimentos’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 Q1	$41.3M	Sell	900,000 -250,000	-22%	-$11.2M	1.37%	8
2025 Q4	$49.1M	Buy	+1,150,000	New	+$50.9M	1.11%	14
2024 Q3	–	Sell	-401,280	Closed	-$13.7M	–	111
2024 Q2	$13.7M	Buy	+401,280	New	+$13.8M	0.76%	38
2024 Q1	–	Sell	-2,489,870	Closed	-$78.8M	–	121
2023 Q4	$78.8M	Sell	2,489,870 -339,810	-12%	-$10.4M	2.51%	9
2023 Q3	$83.4M	Buy	+2,829,680	New	+$91.2M	9.77%	1
2023 Q2	–	Sell	-320,000	Closed	-$10.8M	–	100
2023 Q1	$10.8M	Hold	320,000	–	–	1.55%	22
2022 Q4	$11.3M	Buy	+320,000	New	+$10.9M	1.68%	23

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

BW Gestao de Investimentos's XLU Position: Q1 2026 in Review

BW Gestao de Investimentos reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q1 2026, selling an estimated $11.2M and leaving 900,000 shares worth $41.3M. The position accounts for 1.37% of the portfolio, ranked #8.

BW Gestao de Investimentos first reported a position in XLU in Q4 2022 and has held it in 7 quarters since. The position peaked at $83.4M in Q3 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

BW Gestao de Investimentos held 900,000 shares of State Street Utilities Select Sector SPDR ETF worth $41.3M as of Q1 2026.
BW Gestao de Investimentos sold 250,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $11.2M.
State Street Utilities Select Sector SPDR ETF made up 1.37% of BW Gestao de Investimentos's portfolio in Q1 2026, its #8 holding.
BW Gestao de Investimentos first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
BW Gestao de Investimentos's State Street Utilities Select Sector SPDR ETF position peaked at $83.4M in Q3 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.