CT
SPR

Caldwell Trust’s Spirit AeroSystems SPR Stock Holding History

Caldwell Trust’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-475
Closed -$10.4K – 746
2022
Q3 		$10.4K Hold
475
– – ﹤0.01% 606
2022
Q2 		$13.9K Hold
475
– – ﹤0.01% 586
2022
Q1 		$23.2K Buy
+475
New +$22.2K ﹤0.01% 553
2020
Q2 		– Sell
-13
Closed -$311 – 791
2020
Q1 		$311 Hold
13
– – ﹤0.01% 788
2019
Q4 		$947 Buy
+13
New +$1.07K ﹤0.01% 791

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's SPR Position: Q4 2022 in Review

Caldwell Trust sold out of Spirit AeroSystems (SPR) in Q4 2022, closing a stake of 475 shares — an estimated $10.4K sold.

Caldwell Trust first reported a position in SPR in Q4 2019 and held it in 5 quarters. The position peaked at $23.2K in Q1 2022. 281 funds tracked by Wall St. Rank hold SPR as of Q4 2022.

  • Caldwell Trust reported no remaining Spirit AeroSystems position as of Q4 2022 after selling out during the quarter.
  • Caldwell Trust sold 475 Spirit AeroSystems shares in Q4 2022, an estimated $10.4K.
  • Caldwell Trust first reported a position in Spirit AeroSystems in Q4 2019 and held it in 5 quarters.
  • Caldwell Trust's Spirit AeroSystems position peaked at $23.2K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.