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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 2022

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Jun 30, 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
50
−1 vs. Q1 2022
Shares held
3.74M
+370.7K (+11.0%) vs. Q1 2022
Total value
$55.5M
−$4.94M (−8.2%) vs. Q1 2022
New holders
5
15 more added
Sold out
6
17 more reduced

Compare with Q1 2022: 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 2022: 50 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 2022: $55.5M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2022.

Institutions holding SPXX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co24$00.00%−776−97.0%Reduced
First Command Bank128$2.00K0.00%−128−50.0%Reduced
First Command Financial Services, Inc.128$2.00K0.00%−128−50.0%Reduced
TCI Wealth Advisors, Inc.406$6.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC775$12.1K0.00%00.0%Unchanged
CWM, LLC805$13.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,022$16.0K0.00%−70−6.4%Reduced
Rockefeller Capital Management L.P.1,100$17.0K0.00%00.0%Unchanged
Allworth Financial LP1,342$21.0K0.00%00.0%Unchanged
North Star Investment Management Corp.2,000$31.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$31.0K0.02%00.0%Unchanged
Tilia Fiduciary Partners, Inc.2,250$35.0K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,250$51.0K0.00%+3,250New
The PNC Financial Services Group, Inc.7,304$114.0K0.00%00.0%Unchanged
Ibex Wealth Advisors10,802$169.0K0.04%00.0%Unchanged
Wetherby Asset Management Inc11,810$185.0K0.01%+11,810New
Steward Partners Investment Advisory, LLC12,877$202.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC14,219$223.0K0.00%−498−3.4%Reduced
Stifel Financial Corp14,407$226.0K0.00%−5,867−28.9%Reduced
Sigma Planning Corp15,500$243.0K0.01%00.0%Unchanged
Private Advisor Group, LLC15,576$244.0K0.00%+3,720+31.4%Added
Janney Montgomery Scott LLC16,361$254.0K0.00%−2,317−12.4%Reduced
Hilltop Holdings Inc.16,762$262.0K0.03%+16,762New
Sheaff Brock Investment Advisors, LLC19,871$311.0K0.04%−51−0.3%Reduced
Truist Financial Corp20,344$319.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co20,949$328.0K0.00%−223−1.1%Reduced
GPS Wealth Strategies Group, LLC24,659$386.0K0.10%+13,705+125.1%Added
Envestnet Asset Management Inc24,701$387.0K0.00%−701−2.8%Reduced
Advisor Group Holdings, Inc.24,977$391.0K0.00%+7,962+46.8%Added
Commonwealth Equity Services, LLC29,917$468.0K0.00%+113+0.4%Added
Western Wealth Management, LLC31,564$493.0K0.03%+44+0.1%Added
Raymond James & Associates33,932$531.0K0.00%−10,713−24.0%Reduced
Shulman DeMeo Asset Management LLC49,015$768.0K0.25%−306−0.6%Reduced
D.A. Davidson & Co.54,330$851.0K0.01%−16,761−23.6%Reduced
Ameriprise Financial Inc56,226$881.0K0.00%−1,275−2.2%Reduced
Davenport & Co LLC61,299$960.0K0.01%+250.0%Added
Guggenheim Capital LLC66,070$1.03M0.01%+2,993+4.7%Added
Royal Bank of Canada76,635$1.20M0.00%+7,475+10.8%Added
Aviance Capital Partners, LLC107,639$1.69M0.38%+15,673+17.0%Added
Cambridge Investment Research Advisors, Inc.118,899$1.86M0.01%+27,519+30.1%Added
Bank of America Corp127,742$2.00M0.00%+90,240+240.6%Added
LPL Financial LLC170,800$2.67M0.00%+47,500+38.5%Added
Atria Wealth Solutions, Inc.223,146$3.49M0.07%+223,146New
Invesco Ltd.290,648$4.55M0.00%−10,934−3.6%Reduced
Raymond James Financial Services Advisors, Inc.298,218$4.67M0.01%+22,057+8.0%Added
Howard Wealth Management, LLC301,673$4.72M5.00%−499−0.2%Reduced
Morgan Stanley323,286$5.06M0.00%−4,889−1.5%Reduced
UBS Group AG325,518$5.10M0.00%+9,489+3.0%Added
Wells Fargo & Company512,238$8.02M0.00%+13,889+2.8%Added
Advisors Asset Management, Inc.190,089––+190,089New
Ellevest, Inc.0$00.00%−2,500−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−266,218−100.0%Sold out
Bank of Montreal0$00.00%−10,425−100.0%Sold out
Citigroup Inc0$00.00%−817−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−400−100.0%Sold out
Advocacy Wealth Management Services, LLC0$00.00%−300−100.0%Sold out