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, Q4 2021
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Dec 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
- 44
- +1 vs. Q3 2021
- Shares held
- 3.30M
- +124.1K (+3.9%) vs. Q3 2021
- Total value
- $61.5M
- +$7.11M (+13.1%) vs. Q3 2021
- New holders
- 5
- 15 more added
- Sold out
- 4
- 13 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 439,036 | $8.17M | 0.00% | −37,050−7.8% | Reduced |
| Invesco Ltd. | 338,252 | $6.29M | 0.00% | +77,022+29.5% | Added |
| Morgan Stanley | 315,878 | $5.88M | 0.00% | −37,951−10.7% | Reduced |
| Howard Wealth Management, LLC | 303,516 | $5.64M | 2.98% | +5,118+1.7% | Added |
| UBS Group AG | 302,150 | $5.62M | 0.00% | +32,253+12.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 265,541 | $4.94M | 0.01% | +1,330+0.5% | Added |
| Shaker Financial Services, LLC | 242,503 | $4.51M | 1.59% | +21,075+9.5% | Added |
| LPL Financial LLC | 122,146 | $2.27M | 0.00% | +14,539+13.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,260 | $2.11M | 0.01% | +3,724+3.4% | Added |
| Aviance Capital Partners, LLC | 76,406 | $1.42M | 0.24% | +2,850+3.9% | Added |
| D.A. Davidson & Co. | 71,982 | $1.34M | 0.01% | −386−0.5% | Reduced |
| Royal Bank of Canada | 70,610 | $1.31M | 0.00% | +4,167+6.3% | Added |
| Davenport & Co LLC | 61,274 | $1.14M | 0.01% | −1,275−2.0% | Reduced |
| Stifel Financial Corp | 58,632 | $1.09M | 0.00% | −2,157−3.5% | Reduced |
| Advisors Asset Management, Inc. | 57,470 | $1.07M | 0.02% | +24,311+73.3% | Added |
| Ameriprise Financial Inc | 55,247 | $1.03M | 0.00% | +32,484+142.7% | Added |
| Shulman DeMeo Asset Management LLC | 52,617 | $979.0K | 0.26% | +52,617 | New |
| Raymond James & Associates | 37,815 | $703.0K | 0.00% | −16,910−30.9% | Reduced |
| Bank of America Corp | 37,241 | $693.0K | 0.00% | +7,929+27.1% | Added |
| Commonwealth Equity Services, LLC | 30,304 | $563.0K | 0.00% | −778−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,689 | $515.0K | 0.00% | −5,721−17.1% | Reduced |
| Advisor Group Holdings, Inc. | 25,010 | $466.0K | 0.00% | −7,528−23.1% | Reduced |
| Wolverine Asset Management LLC | 23,520 | $437.0K | 0.01% | +9,136+63.5% | Added |
| Truist Financial Corp | 20,344 | $378.0K | 0.00% | −2,601−11.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,222 | $376.0K | 0.03% | +90+0.4% | Added |
| Sigma Planning Corp | 17,600 | $327.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,260 | $302.0K | 0.03% | +16,260 | New |
| Cetera Advisor Networks LLC | 15,098 | $281.0K | 0.00% | +1,140+8.2% | Added |
| Guggenheim Capital LLC | 14,705 | $274.0K | 0.00% | −59,568−80.2% | Reduced |
| Janney Montgomery Scott LLC | 14,456 | $269.0K | 0.00% | −202−1.4% | Reduced |
| Private Advisor Group, LLC | 13,136 | $244.0K | 0.00% | −220−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,877 | $240.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 10,802 | $201.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,913 | $148.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,500 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,250 | $42.0K | 0.03% | +2,250 | New |
| Confluence Wealth Services, Inc. | 2,281 | $42.0K | 0.01% | +2,281 | New |
| North Star Investment Management Corp. | 2,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,092 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 805 | $15.0K | 0.00% | +805 | New |
| Harbour Investments, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 256 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 256 | $4.00K | 0.00% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −11,775−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |