SPIA
STR

Steward Partners Investment Advisory’s Sitio Royalties STR Stock Holding History

Steward Partners Investment Advisory’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,075
Closed -$314K – 4385
2025
Q2 		$314K Sell
17,075
-1,786
-9% -$32K ﹤0.01% 1534
2025
Q1 		$375K Buy
18,861
+2,081
+12% +$42.1K ﹤0.01% 1340
2024
Q4 		$322K Buy
16,780
+1,665
+11% +$37.2K ﹤0.01% 1366
2024
Q3 		$315K Buy
15,115
+7,365
+95% +$167K ﹤0.01% 1309
2024
Q2 		$183K Sell
7,750
-1,133
-13% -$26.6K ﹤0.01% 1484
2024
Q1 		$220K Sell
8,883
-1,396
-14% -$31.4K ﹤0.01% 1392
2023
Q4 		$242K Sell
10,279
-800
-7% -$18.6K ﹤0.01% 1306
2023
Q3 		$268K Buy
11,079
+1,646
+17% +$42.4K ﹤0.01% 1165
2023
Q2 		$248K Sell
9,433
-2,700
-22% -$69.1K ﹤0.01% 1191
2023
Q1 		$274K Sell
12,133
-51,220
-81% -$1.27M ﹤0.01% 1146
2022
Q4 		$1.83M Buy
+63,353
New +$1.83M 0.03% 478

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's STR Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 17,075 shares — an estimated $314K sold.

Steward Partners Investment Advisory first reported a position in STR in Q4 2022 and held it in 11 quarters. The position peaked at $1.83M in Q4 2022. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 17,075 Sitio Royalties shares in Q3 2025, an estimated $314K.
  • Steward Partners Investment Advisory first reported a position in Sitio Royalties in Q4 2022 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Sitio Royalties position peaked at $1.83M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.