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 2022
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Sep 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
- 45
- −5 vs. Q2 2022
- Shares held
- 3.74M
- +5.11K (+0.1%) vs. Q2 2022
- Total value
- $56.1M
- +$627.0K (+1.1%) vs. Q2 2022
- New holders
- 1
- 15 more added
- Sold out
- 6
- 18 more reduced
Compare with Q2 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 532,951 | $8.00M | 0.00% | +20,713+4.0% | Added |
| UBS Group AG | 432,084 | $6.49M | 0.00% | +106,566+32.7% | Added |
| Morgan Stanley | 322,623 | $4.84M | 0.00% | −663−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 307,732 | $4.62M | 0.01% | +9,514+3.2% | Added |
| Howard Wealth Management, LLC | 300,223 | $4.51M | 3.19% | −1,450−0.5% | Reduced |
| Invesco Ltd. | 277,001 | $4.16M | 0.00% | −13,647−4.7% | Reduced |
| Atria Wealth Solutions, Inc. | 231,455 | $3.47M | 0.06% | +8,309+3.7% | Added |
| Advisors Asset Management, Inc. | 187,112 | $2.81M | 0.06% | −2,977−1.6% | Reduced |
| LPL Financial LLC | 156,386 | $2.35M | 0.00% | −14,414−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 125,900 | $1.89M | 0.01% | +7,001+5.9% | Added |
| Aviance Capital Partners, LLC | 113,068 | $1.70M | 0.42% | +5,429+5.0% | Added |
| Royal Bank of Canada | 77,107 | $1.16M | 0.00% | +472+0.6% | Added |
| Guggenheim Capital LLC | 64,141 | $963.0K | 0.01% | −1,929−2.9% | Reduced |
| Davenport & Co LLC | 60,589 | $909.0K | 0.01% | −710−1.2% | Reduced |
| Ameriprise Financial Inc | 57,618 | $865.0K | 0.00% | +1,392+2.5% | Added |
| D.A. Davidson & Co. | 54,375 | $816.0K | 0.01% | +45+0.1% | Added |
| Shulman DeMeo Asset Management LLC | 48,786 | $732.0K | 0.26% | −229−0.5% | Reduced |
| Bank of America Corp | 36,970 | $555.0K | 0.00% | −90,772−71.1% | Reduced |
| Advisor Group Holdings, Inc. | 34,506 | $519.0K | 0.00% | +9,529+38.2% | Added |
| Western Wealth Management, LLC | 31,570 | $475.0K | 0.03% | +60.0% | Added |
| Commonwealth Equity Services, LLC | 30,384 | $456.0K | 0.00% | +467+1.6% | Added |
| Raymond James & Associates | 30,278 | $454.0K | 0.00% | −3,654−10.8% | Reduced |
| Truist Financial Corp | 26,307 | $395.0K | 0.00% | +5,963+29.3% | Added |
| Private Advisor Group, LLC | 24,326 | $365.0K | 0.00% | +8,750+56.2% | Added |
| GPS Wealth Strategies Group, LLC | 23,180 | $348.0K | 0.09% | −1,479−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,476 | $293.0K | 0.00% | −1,473−7.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,518 | $293.0K | 0.04% | −353−1.8% | Reduced |
| Cetera Advisor Networks LLC | 17,273 | $259.0K | 0.00% | +3,054+21.5% | Added |
| Hilltop Holdings Inc. | 15,869 | $238.0K | 0.03% | −893−5.3% | Reduced |
| Janney Montgomery Scott LLC | 14,481 | $217.0K | 0.00% | −1,880−11.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,877 | $193.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 10,802 | $162.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,538 | $158.0K | 0.01% | −4,962−32.0% | Reduced |
| Envestnet Asset Management Inc | 10,152 | $152.0K | 0.00% | −14,549−58.9% | Reduced |
| The PNC Financial Services Group, Inc. | 7,304 | $110.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,250 | $34.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $30.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $25.0K | 0.00% | +1,686 | New |
| Allworth Financial LP | 1,342 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,100 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 805 | $12.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 775 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $2.00K | 0.00% | −850−83.2% | Reduced |
| Stifel Financial Corp | 0 | $0 | 0.00% | −14,407−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −11,810−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −24−100.0% | Sold out |