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SGDR

SPX Gestao de Recursos Portfolio holdings

AUM $898M
1-Year Est. Return 45.5%
This Fund
S&P 500
This Quarter Est. Return
+2.41%
1 Year Est. Return
+45.5%
3 Year Est. Return
+98.09%
5 Year Est. Return
+114.57%
10 Year Est. Return
+554.2%
AUM
$777M
AUM Growth
+$111M
Cap. Flow
+$120M
Cap. Flow %
15.46%
Top 10 Hldgs %
47.17%
Holding
157
New
62
Increased
24
Reduced
18
Closed
50

Top Buys

Rank Stock Value
1
XP icon
XP
XP
+$34.4M
2
ARCO icon
Arcos Dorados Holdings
ARCO
+$19.7M
3
PAGS icon
PagSeguro Digital
PAGS
+$19.7M
4
VALE icon
Vale
VALE
+$17.6M
5
VST icon
Vistra
VST
+$13.8M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$19.7M
2
BP icon
BP
BP
+$19.2M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$16.1M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$15.4M
5
CEG icon
Constellation Energy
CEG
+$15.4M

Sector Composition

Rank Sector Weight
1 Financials 17.8%
2 Utilities 15.33%
3 Industrials 10.49%
4 Materials 8.65%
5 Energy 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITUB icon
51
Itaú Unibanco
ITUB
$87.5B
$3.71M 0.48%
694,289
-1,234,819
-64% -$6.21M
WEC icon
52
WEC Energy
WEC
$35.1B
$3.27M 0.42%
+30,000
New +$3.06M
NET icon
53
Cloudflare
NET
$107B
$2.82M 0.36%
+25,000
New +$3.31M
BSAC icon
54
Banco Santander Chile
BSAC
$16.6B
$2.71M 0.35%
118,656
+22,301
+23% +$476K
CEG icon
55
Constellation Energy
CEG
$96.4B
$2.52M 0.32%
12,500
-57,500
-82% -$15.4M
PSLV icon
56
Sprott Physical Silver Trust
PSLV
$13.2B
$2.32M 0.3%
+200,000
New +$2.16M
SNOW icon
57
Snowflake
SNOW
$115B
$2.19M 0.28%
15,000
-5,000
-25% -$849K
BE icon
58
Bloom Energy
BE
$64.6B
$1.97M 0.25%
100,000
-100,000
-50% -$2.39M
AMD icon
59
Advanced Micro Devices
AMD
$789B
$1.82M 0.23%
+17,700
New +$1.97M
SUZ icon
60
Suzano
SUZ
$10.1B
$1.68M 0.22%
180,846
+18,815
+12% +$188K
EXE
61
Expand Energy Corp
EXE
$21.5B
$1.67M 0.22%
+15,000
New +$1.56M
WMB icon
62
Williams Companies
WMB
$86.1B
$1.49M 0.19%
+25,000
New +$1.43M
T icon
63
AT&T
T
$163B
$1.41M 0.18%
+50,000
New +$1.26M
ORCL icon
64
Oracle
ORCL
$423B
$1.4M 0.18%
+10,000
New +$1.63M
SN icon
65
SharkNinja
SN
$26.1B
$1.31M 0.17%
+15,700
New +$1.6M
ETR icon
66
Entergy
ETR
$50B
$1.28M 0.17%
+15,000
New +$1.24M
FLS icon
67
Flowserve
FLS
$10.2B
$1.22M 0.16%
+25,000
New +$1.42M
OWL icon
68
Blue Owl Capital
OWL
$18.5B
$1.21M 0.16%
+60,300
New +$1.36M
TDG icon
69
TransDigm Group
TDG
$67.7B
$1.11M 0.14%
+800
New +$1.07M
OKLO
70
Oklo
OKLO
$8.42B
$1.08M 0.14%
50,000
-50,000
-50% -$1.69M
CPAY icon
71
Corpay
CPAY
$25.7B
$1.08M 0.14%
+3,100
New +$1.12M
HOOD icon
72
Robinhood
HOOD
$83.9B
$1.04M 0.13%
25,000
-39,500
-61% -$1.88M
FXI icon
73
iShares China Large-Cap ETF
FXI
$4.31B
$909K 0.12%
25,370
– –
GRND icon
74
Grindr
GRND
$2.95B
$754K 0.1%
+42,100
New +$739K
BHP icon
75
BHP
BHP
$230B
$726K 0.09%
14,959
-175,974
-92% -$8.76M
1 2
3
4 5

Similar funds

WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
FTM
First Turn Management Del Mar, California $895M AUM 261.28% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

SPX Gestao de Recursos's Q1 2025 Portfolio in Review

As of Q1 2025, SPX Gestao de Recursos held 157 positions worth $777M, up 17% from $666M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

SPX Gestao de Recursos deployed $120M of net new capital in Q1 2025, opening 62 new positions and adding to 24 existing holdings. Its largest new stake was XP: 2,497,615 shares worth $34.3M.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 11% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was BP, an estimated $19.2M trimmed.

  • SPX Gestao de Recursos's largest Q1 2025 buy was XP: 2,497,615 shares worth $34.3M.
  • SPX Gestao de Recursos added most to PagSeguro Digital in Q1 2025, an estimated $19.7M increase.
  • SPX Gestao de Recursos's biggest Q1 2025 reduction was BP, cutting an estimated $19.2M.
  • SPX Gestao de Recursos fully exited Dell in Q1 2025, selling an estimated $19.7M.
  • SPX Gestao de Recursos's ten largest holdings make up 47% of its $777M portfolio in Q1 2025.
  • SPX Gestao de Recursos opened 62 new positions and closed 50 in Q1 2025.
  • SPX Gestao de Recursos's portfolio value rose 17% quarter-over-quarter to $777M.

Based on SPX Gestao de Recursos's 13F filing for Q1 2025, filed 14 May 2025.