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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 172 | $2.00K | 0.00% | −850−83.2% | Reduced |
| CWM, LLC | 805 | $12.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 775 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $25.0K | 0.00% | +1,686 | New |
| 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 |
| Tilia Fiduciary Partners, Inc. | 2,250 | $34.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $49.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,304 | $110.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,152 | $152.0K | 0.00% | −14,549−58.9% | Reduced |
| Sigma Planning Corp | 10,538 | $158.0K | 0.01% | −4,962−32.0% | Reduced |
| Ibex Wealth Advisors | 10,802 | $162.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,877 | $193.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,481 | $217.0K | 0.00% | −1,880−11.5% | Reduced |
| Hilltop Holdings Inc. | 15,869 | $238.0K | 0.03% | −893−5.3% | Reduced |
| Cetera Advisor Networks LLC | 17,273 | $259.0K | 0.00% | +3,054+21.5% | Added |
| 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 |
| GPS Wealth Strategies Group, LLC | 23,180 | $348.0K | 0.09% | −1,479−6.0% | Reduced |
| Private Advisor Group, LLC | 24,326 | $365.0K | 0.00% | +8,750+56.2% | Added |
| Truist Financial Corp | 26,307 | $395.0K | 0.00% | +5,963+29.3% | Added |
| Raymond James & Associates | 30,278 | $454.0K | 0.00% | −3,654−10.8% | Reduced |
| Commonwealth Equity Services, LLC | 30,384 | $456.0K | 0.00% | +467+1.6% | Added |
| Western Wealth Management, LLC | 31,570 | $475.0K | 0.03% | +60.0% | Added |
| Advisor Group Holdings, Inc. | 34,506 | $519.0K | 0.00% | +9,529+38.2% | Added |
| Bank of America Corp | 36,970 | $555.0K | 0.00% | −90,772−71.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 48,786 | $732.0K | 0.26% | −229−0.5% | Reduced |
| D.A. Davidson & Co. | 54,375 | $816.0K | 0.01% | +45+0.1% | Added |
| Ameriprise Financial Inc | 57,618 | $865.0K | 0.00% | +1,392+2.5% | Added |
| Davenport & Co LLC | 60,589 | $909.0K | 0.01% | −710−1.2% | Reduced |
| Guggenheim Capital LLC | 64,141 | $963.0K | 0.01% | −1,929−2.9% | Reduced |
| Royal Bank of Canada | 77,107 | $1.16M | 0.00% | +472+0.6% | Added |
| Aviance Capital Partners, LLC | 113,068 | $1.70M | 0.42% | +5,429+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 125,900 | $1.89M | 0.01% | +7,001+5.9% | Added |
| LPL Financial LLC | 156,386 | $2.35M | 0.00% | −14,414−8.4% | Reduced |
| Advisors Asset Management, Inc. | 187,112 | $2.81M | 0.06% | −2,977−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 231,455 | $3.47M | 0.06% | +8,309+3.7% | Added |
| Invesco Ltd. | 277,001 | $4.16M | 0.00% | −13,647−4.7% | Reduced |
| Howard Wealth Management, LLC | 300,223 | $4.51M | 3.19% | −1,450−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 307,732 | $4.62M | 0.01% | +9,514+3.2% | Added |
| Morgan Stanley | 322,623 | $4.84M | 0.00% | −663−0.2% | Reduced |
| UBS Group AG | 432,084 | $6.49M | 0.00% | +106,566+32.7% | Added |
| Wells Fargo & Company | 532,951 | $8.00M | 0.00% | +20,713+4.0% | Added |
| 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 |