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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
FSLR icon
101
First Solar
FSLR
$27.3B
– –
-15,000
Closed -$2.64M
HIMS icon
102
Hims & Hers Health
HIMS
$7.24B
– –
-75,000
Closed -$1.81M
HUBB icon
103
Hubbell
HUBB
$27.4B
– –
-30,310
Closed -$12.7M
IBN icon
104
ICICI Bank
IBN
$108B
– –
-70,300
Closed -$2.1M
KBE icon
105
State Street SPDR S&P Bank ETF
KBE
$1.66B
– –
-112,734
Closed -$6.25M
MELI icon
106
Mercado Libre
MELI
$91.8B
– –
-2,680
Closed -$4.56M
NCLH icon
107
Norwegian Cruise Line
NCLH
$8.83B
– –
-50,000
Closed -$1.29M
NEE icon
108
NextEra Energy
NEE
$177B
– –
-25,000
Closed -$1.79M
NFLX icon
109
Netflix
NFLX
$309B
– –
-50,000
Closed -$4.46M
NOW icon
110
ServiceNow
NOW
$129B
– –
-25,000
Closed -$5.3M
NXT icon
111
Nextpower Inc
NXT
$15.6B
– –
-30,000
Closed -$1.1M
ONON icon
112
On Holding
ONON
$12.6B
– –
-100,000
Closed -$5.48M
PTCT icon
113
PTC Therapeutics
PTCT
$6.04B
– –
-25,000
Closed -$1.13M
REAL icon
114
The RealReal
REAL
$1.49B
– –
-100,000
Closed -$1.09M
SID icon
115
Companhia Siderúrgica Nacional
SID
$1.21B
– –
-13,289
Closed -$19.1K
SOFI icon
116
SoFi Technologies
SOFI
$23.5B
– –
-100,000
Closed -$1.54M
SPOT icon
117
Spotify
SPOT
$101B
– –
-10,000
Closed -$4.47M
SRPT icon
118
Sarepta Therapeutics
SRPT
$1.79B
– –
-10,000
Closed -$1.22M
STNE icon
119
StoneCo
STNE
$2.58B
– –
-1,813,588
Closed -$14.5M
TEF
120
DELISTED
Telefonica
TEF
– –
-18,938
Closed -$76.1K
TIMB icon
121
TIM SA
TIMB
$8.82B
– –
-1,101
Closed -$12.9K
TRMB icon
122
Trimble
TRMB
$13.7B
– –
-20,000
Closed -$1.41M
TSM icon
123
TSMC
TSM
$2.18T
– –
-40,000
Closed -$7.9M
ULTA icon
124
Ulta Beauty
ULTA
$23.9B
– –
-1,200
Closed -$522K
VIV icon
125
Telefônica Brasil
VIV
$19.2B
– –
-15,870
Closed -$120K
2 3 4
5
6

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.