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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, Q2 2021

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Jun 30, 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
46
−5 vs. Q1 2021
Shares held
2.96M
−147.0K (−4.7%) vs. Q1 2021
Total value
$53.7M
+$2.24M (+4.4%) vs. Q1 2021
New holders
3
15 more added
Sold out
8
16 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 46 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 heldQ2 2021: $53.7M
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, Q2 2021

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2021.

Institutions holding SPXX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company470,289$8.52M0.00%−2,256−0.5%Reduced
Morgan Stanley325,664$5.90M0.00%+8,567+2.7%Added
Howard Wealth Management, LLC301,068$5.45M3.00%−1,162−0.4%Reduced
Raymond James Financial Services Advisors, Inc.262,211$4.75M0.01%−16,693−6.0%Reduced
UBS Group AG255,308$4.62M0.00%−176−0.1%Reduced
Invesco Ltd.241,567$4.38M0.00%−30,795−11.3%Reduced
Cambridge Investment Research Advisors, Inc.109,535$1.98M0.01%+19,401+21.5%Added
LPL Financial LLC100,546$1.82M0.00%+1,516+1.5%Added
Guggenheim Capital LLC78,357$1.42M0.01%−1,750−2.2%Reduced
Aviance Capital Partners, LLC72,445$1.31M0.23%+11,754+19.4%Added
Royal Bank of Canada66,963$1.21M0.00%−665−1.0%Reduced
Stifel Financial Corp64,403$1.17M0.00%−3,788−5.6%Reduced
Raymond James & Associates64,055$1.16M0.00%+6,222+10.8%Added
Davenport & Co LLC58,847$1.07M0.01%−240.0%Reduced
D.A. Davidson & Co.57,715$1.04M0.01%+7,783+15.6%Added
Shulman DeMeo Asset Management LLC54,302$983.0K0.38%−1,194−2.2%Reduced
Northwestern Mutual Wealth Management Co51,734$937.0K0.00%−11,549−18.2%Reduced
Advisors Asset Management, Inc.34,198$619.0K0.01%−661−1.9%Reduced
Janney Montgomery Scott LLC31,118$564.0K0.00%+982+3.3%Added
Commonwealth Equity Services, LLC30,936$560.0K0.00%+8,486+37.8%Added
Advisor Group Holdings, Inc.30,235$548.0K0.00%−8,752−22.4%Reduced
Bank of America Corp27,795$503.0K0.00%+1,110+4.2%Added
Truist Financial Corp22,945$416.0K0.00%00.0%Unchanged
Ameriprise Financial Inc21,338$386.0K0.00%+1,106+5.5%Added
Sheaff Brock Investment Advisors, LLC19,132$346.0K0.03%00.0%Unchanged
Sigma Planning Corp18,383$333.0K0.01%+783+4.4%Added
Cetera Advisor Networks LLC14,236$258.0K0.00%+528+3.9%Added
Private Advisor Group, LLC13,556$245.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC11,707$212.0K0.00%+1,636+16.2%Added
Western Wealth Management, LLC11,246$203.0K0.02%+19+0.2%Added
Ibex Wealth Advisors10,802$196.0K0.04%+10,802New
The PNC Financial Services Group, Inc.7,913$143.0K0.00%00.0%Unchanged
Citigroup Inc5,164$94.0K0.00%−7,096−57.9%Reduced
Parisi Gray Wealth Management5,075$92.0K0.03%+5,075New
North Star Investment Management Corp.2,000$36.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.1,988$36.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.1,800$33.0K0.02%00.0%Unchanged
Arkadios Wealth Advisors1,243$22.0K0.00%+1,081+667.3%Added
Rockefeller Capital Management L.P.1,100$19.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,092$19.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,000$18.0K0.00%00.0%Unchanged
Heritage Wealth Management, LLC775$14.0K0.01%00.0%Unchanged
Advisory Services Network, LLC667$12.0K0.00%+667New
First Command Bank384$7.00K0.00%−127−24.9%Reduced
First Command Financial Services, Inc.384$7.00K0.00%−127−24.9%Reduced
Harbour Investments, Inc.250$5.00K0.00%00.0%Unchanged
Shaker Financial Services, LLC0$00.00%−89,874−100.0%Sold out
Bank of Montreal0$00.00%−31,853−100.0%Sold out
CNH Partners LLC0$00.00%−10,486−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−5,790−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−3,169−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−3,300−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−1,825−100.0%Sold out
Sowell Financial Services LLC0$00.00%−1,365−100.0%Sold out