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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
+11.85%
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
$805M
AUM Growth
+$216M
Cap. Flow
+$159M
Cap. Flow %
19.8%
Top 10 Hldgs %
72.9%
Holding
124
New
24
Increased
9
Reduced
8
Closed
81

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 10.6%
2 Consumer Staples 5.75%
3 Financials 5.68%
4 Technology 5.54%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLF icon
1
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$133M 16.5%
+3,617,414
New +$132M
XLU icon
2
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$86.5M 10.75%
+2,734,806
New +$89.5M
MELI icon
3
Mercado Libre
MELI
$91.3B
$85.3M 10.6%
54,753
+46,638
+575% +$68.5M
EWW icon
4
iShares MSCI Mexico ETF
EWW
$1.89B
$76.2M 9.47%
+1,587,166
New +$74.9M
EMBJ
5
Embraer S.A. ADS
EMBJ
$11.6B
$43.3M 5.38%
2,857,551
+1,197,040
+72% +$15.5M
EWZ icon
6
iShares MSCI Brazil ETF
EWZ
$9.05B
$42.7M 5.31%
1,054,223
-1,260,292
-54% -$47.6M
EEM icon
7
iShares MSCI Emerging Markets ETF
EEM
$28B
$34M 4.23%
+617,000
New +$33.5M
IYR icon
8
iShares US Real Estate ETF
IYR
$4.59B
$33.8M 4.21%
+332,000
New +$33M
VALE icon
9
Vale
VALE
$62.9B
$26.5M 3.29%
1,161,648
-9,410
-0.8% -$197K
PAGS icon
10
PagSeguro Digital
PAGS
$2.57B
$25.6M 3.18%
457,526
+101,129
+28% +$4.87M
ASAI
11
DELISTED
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
$24.4M 3.03%
1,427,953
+1,237,866
+651% +$19.5M
ITQRU
12
DELISTED
Itiquira Acquisition Corp. Unit
ITQRU
$20M 2.49%
2,000,000
BBD icon
13
Banco Bradesco
BBD
$38.1B
$19.7M 2.44%
4,213,680
+1,416,085
+51% +$6.16M
SONY icon
14
Sony
SONY
$123B
$19M 2.36%
977,000
-78,635
-7% -$1.59M
WALDU
15
DELISTED
Waldencast Acquisition Corp. Units
WALDU
$18.4M 2.28%
1,786,695
NTCO
16
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$18.3M 2.27%
805,884
+22,736
+3% +$446K
RDS.B
17
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$17.4M 2.17%
+449,000
New +$16.9M
LPLA icon
18
LPL Financial
LPLA
$26.3B
$13.5M 1.68%
100,350
-150,831
-60% -$21.9M
XOP icon
19
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$11.9M 1.48%
+123,500
New +$10.8M
XP icon
20
XP
XP
$8.62B
$11.8M 1.46%
+270,478
New +$11.2M
XLE icon
21
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$11.6M 1.45%
432,000
-2,285,658
-84% -$59.4M
TIMB icon
22
TIM SA
TIMB
$10.2B
$6.98M 0.87%
606,289
+78,890
+15% +$916K
BP icon
23
BP
BP
$113B
$6.02M 0.75%
+228,000
New +$5.98M
IWD icon
24
iShares Russell 1000 Value ETF
IWD
$82B
$4M 0.5%
+25,200
New +$3.99M
GGB icon
25
Gerdau
GGB
$9.44B
$3.66M 0.45%
781,074
+658,210
+536% +$3.22M

Similar funds

SPX Gestao de Recursos's Q2 2021 Portfolio in Review

As of Q2 2021, SPX Gestao de Recursos held 124 positions worth $805M, up 37% from $589M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SPX Gestao de Recursos deployed $159M of net new capital in Q2 2021, opening 24 new positions and adding to 9 existing holdings. Its largest new stake was State Street Financial Select Sector SPDR ETF: 3,617,414 shares worth $133M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, up from 3.5% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was State Street Energy Select Sector SPDR ETF, an estimated $59.4M trimmed.

  • SPX Gestao de Recursos's largest Q2 2021 buy was State Street Financial Select Sector SPDR ETF: 3,617,414 shares worth $133M.
  • SPX Gestao de Recursos added most to Mercado Libre in Q2 2021, an estimated $68.5M increase.
  • SPX Gestao de Recursos's biggest Q2 2021 reduction was State Street Energy Select Sector SPDR ETF, cutting an estimated $59.4M.
  • SPX Gestao de Recursos fully exited State Street SPDR S&P Retail ETF in Q2 2021, selling an estimated $25.3M.
  • SPX Gestao de Recursos's ten largest holdings make up 73% of its $805M portfolio in Q2 2021.
  • SPX Gestao de Recursos opened 24 new positions and closed 81 in Q2 2021.
  • SPX Gestao de Recursos's portfolio value rose 37% quarter-over-quarter to $805M.

Based on SPX Gestao de Recursos's 13F filing for Q2 2021, filed 5 Aug 2021.