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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 2022

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Mar 31, 2022. 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
+8 vs. Q4 2021
Shares held
3.36M
+60.5K (+1.8%) vs. Q4 2021
Total value
$60.5M
−$996.8K (−1.6%) vs. Q4 2021
New holders
11
13 more added
Sold out
3
15 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 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 2022: $60.5M
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 2022

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q4 2021.

Institutions holding SPXX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company498,349$8.96M0.00%+59,313+13.5%Added
Morgan Stanley328,175$5.90M0.00%+12,297+3.9%Added
UBS Group AG316,029$5.68M0.00%+13,879+4.6%Added
Howard Wealth Management, LLC302,172$5.43M2.96%−1,344−0.4%Reduced
Invesco Ltd.301,582$5.42M0.00%−36,670−10.8%Reduced
Raymond James Financial Services Advisors, Inc.276,161$4.96M0.01%+10,620+4.0%Added
Shaker Financial Services, LLC266,218$4.78M1.80%+23,715+9.8%Added
LPL Financial LLC123,300$2.22M0.00%+1,154+0.9%Added
Aviance Capital Partners, LLC91,966$1.65M0.30%+15,560+20.4%Added
Cambridge Investment Research Advisors, Inc.91,380$1.64M0.01%−21,880−19.3%Reduced
D.A. Davidson & Co.71,091$1.28M0.01%−891−1.2%Reduced
Royal Bank of Canada69,160$1.24M0.00%−1,450−2.1%Reduced
Guggenheim Capital LLC63,077$1.13M0.01%+48,372+328.9%Added
Davenport & Co LLC61,274$1.10M0.01%00.0%Unchanged
Ameriprise Financial Inc57,501$1.03M0.00%+2,254+4.1%Added
Shulman DeMeo Asset Management LLC49,321$886.0K0.25%−3,296−6.3%Reduced
Raymond James & Associates44,645$802.0K0.00%+6,830+18.1%Added
Bank of America Corp37,502$674.0K0.00%+261+0.7%Added
Western Wealth Management, LLC31,520$566.0K0.03%+15,260+93.8%Added
Commonwealth Equity Services, LLC29,804$535.0K0.00%−500−1.6%Reduced
Envestnet Asset Management Inc25,402$456.0K0.00%+25,402New
Northwestern Mutual Wealth Management Co21,172$380.0K0.00%−6,517−23.5%Reduced
Truist Financial Corp20,344$366.0K0.00%00.0%Unchanged
Stifel Financial Corp20,274$364.0K0.00%−38,358−65.4%Reduced
Sheaff Brock Investment Advisors, LLC19,922$358.0K0.03%−300−1.5%Reduced
Janney Montgomery Scott LLC18,678$336.0K0.00%+4,222+29.2%Added
Advisor Group Holdings, Inc.17,015$305.0K0.00%−7,995−32.0%Reduced
Sigma Planning Corp15,500$279.0K0.01%−2,100−11.9%Reduced
Cetera Advisor Networks LLC14,717$264.0K0.00%−381−2.5%Reduced
Steward Partners Investment Advisory, LLC12,877$231.0K0.00%00.0%Unchanged
Private Advisor Group, LLC11,856$213.0K0.00%−1,280−9.7%Reduced
GPS Wealth Strategies Group, LLC10,954$197.0K0.04%+10,954New
Ibex Wealth Advisors10,802$194.0K0.04%00.0%Unchanged
Bank of Montreal10,425$190.0K0.00%+10,425New
The PNC Financial Services Group, Inc.7,304$131.0K0.00%−609−7.7%Reduced
Ellevest, Inc.2,500$45.0K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.2,250$40.0K0.03%00.0%Unchanged
North Star Investment Management Corp.2,000$36.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$35.0K0.03%+2,000New
Allworth Financial LP1,342$24.0K0.00%+1,342New
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
Citigroup Inc817$15.0K0.00%+817New
CWM, LLC805$14.0K0.00%00.0%Unchanged
JPMorgan Chase & Co800$14.0K0.00%+800New
Heritage Wealth Management, LLC775$14.0K0.00%+775New
Koshinski Asset Management, Inc.400$7.19K0.00%+400New
TCI Wealth Advisors, Inc.406$7.00K0.00%+406New
First Command Financial Services, Inc.256$5.00K0.00%00.0%Unchanged
First Command Bank256$5.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC300$5.00K0.00%+300New
Advisors Asset Management, Inc.0$00.00%−57,470−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−23,520−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−2,281−100.0%Sold out
Harbour Investments, Inc.––––Not filed