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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
+8.88%
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
$898M
AUM Growth
-$306M
Cap. Flow
-$280M
Cap. Flow %
-31.22%
Top 10 Hldgs %
49.37%
Holding
118
New
40
Increased
16
Reduced
20
Closed
41

Top Buys

Rank Stock Value
1
XP icon
XP
XP
+$64.6M
2
HAL icon
Halliburton
HAL
+$34.2M
3
PAM icon
Pampa Energía
PAM
+$32M
4
RIO icon
Rio Tinto
RIO
+$26.4M
5
MSFT icon
Microsoft
MSFT
+$26.1M

Top Sells

Rank Stock Value
1
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$120M
2
PBR.A icon
Petrobras Class A
PBR.A
+$104M
3
VALE icon
Vale
VALE
+$83.8M
4
STNE icon
StoneCo
STNE
+$56M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$54.6M

Sector Composition

Rank Sector Weight
1 Financials 30.6%
2 Technology 17.62%
3 Industrials 15.6%
4 Energy 11.3%
5 Communication Services 7.88%

No holdings matched the selected filter criteria.

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 Q2 2026 Portfolio in Review

As of Q2 2026, SPX Gestao de Recursos held 118 positions worth $898M, down 25% from $1.2B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

SPX Gestao de Recursos withdrew a net $280M in Q2 2026, closing 41 positions and reducing 20 holdings. Its most notable exit was State Street Consumer Staples Select Sector SPDR ETF, an estimated $120M position sold in full.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, SPX Gestao de Recursos opened a new position in Halliburton worth $29.8M.

  • SPX Gestao de Recursos's largest Q2 2026 buy was Halliburton: 876,300 shares worth $29.8M.
  • SPX Gestao de Recursos added most to XP in Q2 2026, an estimated $64.6M increase.
  • SPX Gestao de Recursos's biggest Q2 2026 reduction was Petrobras Class A, cutting an estimated $104M.
  • SPX Gestao de Recursos fully exited State Street Consumer Staples Select Sector SPDR ETF in Q2 2026, selling an estimated $120M.
  • SPX Gestao de Recursos's ten largest holdings make up 49% of its $898M portfolio in Q2 2026.
  • SPX Gestao de Recursos opened 40 new positions and closed 41 in Q2 2026.
  • SPX Gestao de Recursos's portfolio value fell 25% quarter-over-quarter to $898M.

Based on SPX Gestao de Recursos's 13F filing for Q2 2026, filed 6 Aug 2026.