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.
Q2 2022 vs. Q1 2022
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 51 | 50 | −1 |
| Shares | 3.36M | 3.74M | +370.7K (+11.0%) |
| Value | $60.5M | $55.5M | −$4.94M (−8.2%) |
New holders (5)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 223,146 | $3.49M | 0.07% |
| Hilltop Holdings Inc. | 16,762 | $262.0K | 0.03% |
| Wetherby Asset Management Inc | 11,810 | $185.0K | 0.01% |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $51.0K | 0.00% |
| Advisors Asset Management, Inc. | 190,089 | – | – |
Sold out (6)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Shaker Financial Services, LLC | 266,218 | $4.78M |
| Bank of Montreal | 10,425 | $190.0K |
| Ellevest, Inc. | 2,500 | $45.0K |
| Citigroup Inc | 817 | $15.0K |
| Koshinski Asset Management, Inc. | 400 | $7.19K |
| Advocacy Wealth Management Services, LLC | 300 | $5.00K |