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SGDR

SPX Gestao de Recursos Portfolio holdings

AUM $1.2B
1-Year Est. Return 59.05%
This Fund
S&P 500
This Quarter Est. Return
+19.04%
1 Year Est. Return
+59.05%
3 Year Est. Return
+90.69%
5 Year Est. Return
+120.4%
10 Year Est. Return
+537.48%
AUM
$1.07B
AUM Growth
+$295M
Cap. Flow
+$170M
Cap. Flow %
15.86%
Top 10 Hldgs %
48.49%
Holding
163
New
56
Increased
36
Reduced
19
Closed
46

Top Buys

Rank Stock Value
1
PBR icon
Petrobras
PBR
+$41.6M
2
CEG icon
Constellation Energy
CEG
+$34.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$34.4M
4
META icon
Meta Platforms (Facebook)
META
+$29M
5
AMZN icon
Amazon
AMZN
+$23.4M

Top Sells

Rank Stock Value
1
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$46.3M
2
XP icon
XP
XP
+$38.4M
3
PAGS icon
PagSeguro Digital
PAGS
+$31.6M
4
VALE icon
Vale
VALE
+$24.9M
5
AGRO icon
Adecoagro
AGRO
+$13.7M

Sector Composition

Rank Sector Weight
1 Utilities 19.7%
2 Energy 14.42%
3 Financials 14.04%
4 Industrials 9.58%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMB icon
126
Williams Companies
WMB
$87.8B
– –
-25,000
Closed -$1.49M
XEL icon
127
Xcel Energy
XEL
$48.2B
– –
-52,500
Closed -$3.72M
EXE
128
Expand Energy Corp
EXE
$21B
– –
-15,000
Closed -$1.67M
2 3 4 5
6

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SPX Gestao de Recursos's Q2 2025 Portfolio in Review

As of Q2 2025, SPX Gestao de Recursos held 163 positions worth $1.07B, up 38% from $777M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

SPX Gestao de Recursos deployed $170M of net new capital in Q2 2025, opening 56 new positions and adding to 36 existing holdings. Its largest new stake was Transportadora de Gas del Sur: 837,142 shares worth $21.7M.

By sector, the portfolio is most concentrated in Utilities at 20% of assets, up from 15% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was XP, an estimated $38.4M trimmed.

  • SPX Gestao de Recursos's largest Q2 2025 buy was Transportadora de Gas del Sur: 837,142 shares worth $21.7M.
  • SPX Gestao de Recursos added most to Petrobras in Q2 2025, an estimated $41.6M increase.
  • SPX Gestao de Recursos's biggest Q2 2025 reduction was XP, cutting an estimated $38.4M.
  • SPX Gestao de Recursos fully exited State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025, selling an estimated $46.3M.
  • SPX Gestao de Recursos's ten largest holdings make up 48% of its $1.07B portfolio in Q2 2025.
  • SPX Gestao de Recursos opened 56 new positions and closed 46 in Q2 2025.
  • SPX Gestao de Recursos's portfolio value rose 38% quarter-over-quarter to $1.07B.

Based on SPX Gestao de Recursos's 13F filing for Q2 2025, filed 12 Aug 2025.