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Livermore
Livermore
ZHEN

Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPXX overviewAll 13F holders of SPXXFull Q2 2026 holdings

Shares (Q2 2026)
257,328
Value
$4.97M
% of portfolio
1.6%
Quarters held
16
Since Q1 2021
Holdings of SPXX by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026257,328$4.97M1.6%−149,994−36.8%ReducedHolders
Q1 2026407,322$6.55M2.3%+407,322NewHolders
Q4 20250$00.0%−85,118−100.0%Sold outHolders
Q3 202585,118$1.52M0.5%+14,043+19.8%AddedHolders
Q2 202571,075$1.27M0.5%+71,075NewHolders
Q1 20250$00.0%−245,444−100.0%Sold outHolders
Q4 2024245,444$4.36M1.7%+7,711+3.2%AddedHolders
Q3 2024237,733$4.05M1.5%+14,369+6.4%AddedHolders
Q2 2024223,364$3.71M1.5%−52,586−19.1%ReducedHolders
Q1 2024275,950$4.41M1.7%+89,293+47.8%AddedHolders
Q4 2023186,657$2.81M1.2%+81,750+77.9%AddedHolders
Q3 2023104,907$1.61M0.8%−46,326−30.6%ReducedHolders
Q2 2023151,233$2.41M1.1%+99,416+191.9%AddedHolders
Q1 202351,817$818.8K0.4%+51,817NewHolders
Q2 20220$00.0%−266,218−100.0%Sold outHolders
Q1 2022266,218$4.78M1.8%+23,715+9.8%AddedHolders
Q4 2021242,503$4.51M1.6%+21,075+9.5%AddedHolders
Q3 2021221,428$3.78M1.5%+221,428NewHolders
Q2 20210$00.0%−89,874−100.0%Sold outHolders
Q1 202189,874$1.49M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.