HWA
SPR

Heartwood Wealth Advisors’s Spirit AeroSystems SPR Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-65
Closed -$2.51K – 538
2025
Q3 		$2.51K Buy
+65
New +$2.6K ﹤0.01% 474

Other funds holding SPR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Heartwood Wealth Advisors's SPR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Spirit AeroSystems (SPR) in Q4 2025, closing a stake of 65 shares — an estimated $2.51K sold.

Heartwood Wealth Advisors first reported a position in SPR in Q3 2025 and held it in 1 quarter. The position peaked at $2.51K in Q3 2025. 2 funds tracked by Wall St. Rank hold SPR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Spirit AeroSystems position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 65 Spirit AeroSystems shares in Q4 2025, an estimated $2.51K.
  • Heartwood Wealth Advisors first reported a position in Spirit AeroSystems in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Spirit AeroSystems position peaked at $2.51K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.