Guggenheim S&P 500 Equal WeiRSPETF

13F holders, Q4 2024 (December 31)
4holders
0new positions
0sold out
$175.23avg. 13F price*

At the end of Q4 2024, 4 institutions reported holding Guggenheim S&P 500 Equal Wei (RSP) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Sterling Investment Advisors, Ltd. ($2.6M), Cascades Capital Asset Management, LLC ($551K) and C M Bidwell & Associates Ltd. ($202K).

Company
Guggenheim S&P 500 Equal Wei
CUSIP
78355W106
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 1,330 shares bought, net +1,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Sterling Investment Advisors, Ltd. 0.62% Add +9.9% 14,592 $2.6M
Cascades Capital Asset Management, LLC 0.30% Add +0.3% 3,146 $551K
C M Bidwell & Associates Ltd. 0.12% No change 1,150 $202K
Byrne Asset Management LLC 0.01% No change 102 $18K

"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Guggenheim S&P 500 Equal Wei the manager owns.