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, Q3 2021
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Sep 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
- 44
- −1 vs. Q2 2021
- Shares held
- 3.18M
- +228.8K (+7.8%) vs. Q2 2021
- Total value
- $54.4M
- +$895.0K (+1.7%) vs. Q2 2021
- New holders
- 4
- 16 more added
- Sold out
- 5
- 15 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 232 | $812.7M |
| Q1 2026 | 228 | $693.2M |
| Q4 2025 | 60 | $68.1M |
| Q3 2025 | 53 | $62.3M |
| Q2 2025 | 49 | $59.1M |
| Q1 2025 | 51 | $59.0M |
| Q4 2024 | 49 | $68.5M |
| Q3 2024 | 50 | $67.3M |
| Q2 2024 | 53 | $66.9M |
| Q1 2024 | 52 | $63.5M |
| Q4 2023 | 53 | $62.7M |
| Q3 2023 | 51 | $60.0M |
| Q2 2023 | 48 | $62.9M |
| Q1 2023 | 47 | $53.1M |
| Q4 2022 | 47 | $59.3M |
| Q3 2022 | 45 | $56.1M |
| Q2 2022 | 50 | $55.5M |
| Q1 2022 | 51 | $60.5M |
| Q4 2021 | 44 | $61.5M |
| Q3 2021 | 44 | $54.4M |
| Q2 2021 | 46 | $53.7M |
| Q1 2021 | 51 | $51.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 476,086 | $8.14M | 0.00% | +5,797+1.2% | Added |
| Morgan Stanley | 353,829 | $6.05M | 0.00% | +28,165+8.6% | Added |
| Howard Wealth Management, LLC | 298,398 | $5.10M | 2.85% | −2,670−0.9% | Reduced |
| UBS Group AG | 269,897 | $4.61M | 0.00% | +14,589+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 264,211 | $4.51M | 0.01% | +2,000+0.8% | Added |
| Invesco Ltd. | 261,230 | $4.46M | 0.00% | +19,663+8.1% | Added |
| Shaker Financial Services, LLC | 221,428 | $3.78M | 1.51% | +221,428 | New |
| Cambridge Investment Research Advisors, Inc. | 109,536 | $1.87M | 0.01% | +10.0% | Added |
| LPL Financial LLC | 107,607 | $1.84M | 0.00% | +7,061+7.0% | Added |
| Guggenheim Capital LLC | 74,273 | $1.27M | 0.01% | −4,084−5.2% | Reduced |
| Aviance Capital Partners, LLC | 73,556 | $1.26M | 0.22% | +1,111+1.5% | Added |
| D.A. Davidson & Co. | 72,368 | $1.24M | 0.01% | +14,653+25.4% | Added |
| Royal Bank of Canada | 66,443 | $1.14M | 0.00% | −520−0.8% | Reduced |
| Davenport & Co LLC | 62,549 | $1.07M | 0.01% | +3,702+6.3% | Added |
| Stifel Financial Corp | 60,789 | $1.04M | 0.00% | −3,614−5.6% | Reduced |
| Raymond James & Associates | 54,725 | $935.0K | 0.00% | −9,330−14.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,410 | $571.0K | 0.00% | −18,324−35.4% | Reduced |
| Advisors Asset Management, Inc. | 33,159 | $567.0K | 0.01% | −1,039−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 32,538 | $556.0K | 0.00% | +2,303+7.6% | Added |
| Commonwealth Equity Services, LLC | 31,082 | $531.0K | 0.00% | +146+0.5% | Added |
| Bank of America Corp | 29,312 | $501.0K | 0.00% | +1,517+5.5% | Added |
| Truist Financial Corp | 22,945 | $392.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 22,763 | $389.0K | 0.00% | +1,425+6.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 20,132 | $344.0K | 0.03% | +1,000+5.2% | Added |
| Sigma Planning Corp | 17,600 | $301.0K | 0.01% | −783−4.3% | Reduced |
| Janney Montgomery Scott LLC | 14,658 | $251.0K | 0.00% | −16,460−52.9% | Reduced |
| Wolverine Asset Management LLC | 14,384 | $245.0K | 0.00% | +14,384 | New |
| Cetera Advisor Networks LLC | 13,958 | $239.0K | 0.00% | −278−2.0% | Reduced |
| Private Advisor Group, LLC | 13,356 | $228.0K | 0.00% | −200−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,877 | $220.0K | 0.00% | +1,170+10.0% | Added |
| OTA Financial Group L.P. | 11,775 | $201.0K | 0.24% | +11,775 | New |
| Ibex Wealth Advisors | 10,802 | $185.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,913 | $135.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,500 | $43.0K | 0.00% | +2,500 | New |
| North Star Investment Management Corp. | 2,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,988 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,092 | $18.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 903 | $15.0K | 0.00% | −4,261−82.5% | Reduced |
| Heritage Wealth Management, LLC | 775 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 317 | $5.00K | 0.00% | −926−74.5% | Reduced |
| First Command Bank | 256 | $4.00K | 0.00% | −128−33.3% | Reduced |
| First Command Financial Services, Inc. | 256 | $4.00K | 0.00% | −128−33.3% | Reduced |
| Harbour Investments, Inc. | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −54,302−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Western Wealth Management, LLC | – | – | – | – | Not filed |