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Nuveen S&P 500 Dynamic Overwrite Fund

SPXX
Exchange
NYSE
SEC CIK
0001338561

No open-market purchases or sales by Nuveen S&P 500 Dynamic Overwrite Fund insiders were filed in the last 90 days; 232 institutions reported holding it in 13F filings for Q2 2026, worth $812.7M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
51
No complete 13F data for Q4 2020
Shares held
3.11M
No complete 13F data for Q4 2020
Total value
$51.4M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SPXX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 51 institutions
Q1 2021: 51 institutionsQ2 2021: 46 institutionsQ3 2021: 44 institutionsQ4 2021: 44 institutionsQ1 2022: 51 institutionsQ2 2022: 50 institutionsQ3 2022: 45 institutionsQ4 2022: 47 institutionsQ1 2023: 47 institutionsQ2 2023: 48 institutionsQ3 2023: 51 institutionsQ4 2023: 53 institutionsQ1 2024: 52 institutionsQ2 2024: 53 institutionsQ3 2024: 50 institutionsQ4 2024: 49 institutionsQ1 2025: 51 institutionsQ2 2025: 49 institutionsQ3 2025: 53 institutionsQ4 2025: 60 institutionsQ1 2026: 228 institutionsQ2 2026: 232 institutions
Value heldQ1 2021: $51.4M
Q1 2021: $51.4MQ2 2021: $53.7MQ3 2021: $54.4MQ4 2021: $61.5MQ1 2022: $60.5MQ2 2022: $55.5MQ3 2022: $56.1MQ4 2022: $59.3MQ1 2023: $53.1MQ2 2023: $62.9MQ3 2023: $60.0MQ4 2023: $62.7MQ1 2024: $63.5MQ2 2024: $66.9MQ3 2024: $67.3MQ4 2024: $68.5MQ1 2025: $59.0MQ2 2025: $59.1MQ3 2025: $62.3MQ4 2025: $68.1MQ1 2026: $693.2MQ2 2026: $812.7M
Institutions holding SPXX and their total value by quarter
QuarterHoldersValue
Q2 2026232$812.7M
Q1 2026228$693.2M
Q4 202560$68.1M
Q3 202553$62.3M
Q2 202549$59.1M
Q1 202551$59.0M
Q4 202449$68.5M
Q3 202450$67.3M
Q2 202453$66.9M
Q1 202452$63.5M
Q4 202353$62.7M
Q3 202351$60.0M
Q2 202348$62.9M
Q1 202347$53.1M
Q4 202247$59.3M
Q3 202245$56.1M
Q2 202250$55.5M
Q1 202251$60.5M
Q4 202144$61.5M
Q3 202144$54.4M
Q2 202146$53.7M
Q1 202151$51.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund.

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

Institutions holding SPXX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company472,545$7.81M0.00%––
Morgan Stanley317,097$5.24M0.00%––
Howard Wealth Management, LLC302,230$5.00M2.92%––
Raymond James Financial Services Advisors, Inc.278,904$4.61M0.01%––
Invesco Ltd.272,362$4.50M0.00%––
UBS Group AG255,484$4.22M0.00%––
LPL Financial LLC99,030$1.64M0.00%––
Cambridge Investment Research Advisors, Inc.90,134$1.49M0.01%––
Shaker Financial Services, LLC89,874$1.49M0.59%––
Guggenheim Capital LLC80,107$1.32M0.01%––
Stifel Financial Corp68,191$1.13M0.00%––
Royal Bank of Canada67,628$1.12M0.00%––
Northwestern Mutual Wealth Management Co63,283$1.05M0.00%––
Aviance Capital Partners, LLC60,691$1.00M0.19%––
Davenport & Co LLC58,871$973.0K0.01%––
Raymond James & Associates57,833$956.0K0.00%––
Shulman DeMeo Asset Management LLC55,496$917.0K0.25%––
D.A. Davidson & Co.49,932$825.0K0.01%––
Advisor Group Holdings, Inc.38,987$645.0K0.00%––
Advisors Asset Management, Inc.34,859$576.2K0.01%––
Bank of Montreal31,853$540.0K0.00%––
Janney Montgomery Scott LLC30,136$498.0K0.00%––
Bank of America Corp26,685$441.0K0.00%––
Truist Financial Corp22,945$379.0K0.00%––
Commonwealth Equity Services, LLC22,450$371.0K0.00%––
Ameriprise Financial Inc20,232$334.0K0.00%––
Sheaff Brock Investment Advisors, LLC19,132$317.0K0.03%––
Sigma Planning Corp17,600$291.0K0.01%––
Cetera Advisor Networks LLC13,708$227.0K0.00%––
Private Advisor Group, LLC13,556$224.0K0.00%––
Citigroup Inc12,260$203.0K0.00%––
Western Wealth Management, LLC11,227$186.0K0.03%––
CNH Partners LLC10,486$173.0K0.01%––
Steward Partners Investment Advisory, LLC10,071$166.5K0.00%––
The PNC Financial Services Group, Inc.7,913$132.0K0.00%––
Eudaimonia Partners, LLC5,790$96.0K0.02%––
Blue Bell Private Wealth Management, LLC3,169$52.0K0.02%––
International Assets Investment Management, LLC3,300$50.0K0.00%––
North Star Investment Management Corp.2,000$33.0K0.00%––
Carroll Financial Associates, Inc.1,988$32.0K0.00%––
Benjamin F. Edwards & Company, Inc.1,825$30.0K0.00%––
Pinnacle Bancorp, Inc.1,800$30.0K0.01%––
Sowell Financial Services LLC1,365$23.0K0.00%––
Rockefeller Capital Management L.P.1,100$18.0K0.00%––
Geneos Wealth Management Inc.1,092$18.0K0.00%––
Fifth Third Bancorp1,000$17.0K0.00%––
Heritage Wealth Management, LLC775$13.0K0.01%––
First Command Bank511$8.00K0.00%––
First Command Financial Services, Inc.511$8.00K0.00%––
Harbour Investments, Inc.250$4.00K0.00%––
Arkadios Wealth Advisors162$2.00K0.00%––