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, Q4 2022
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Dec 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
- 47
- +2 vs. Q3 2022
- Shares held
- 3.71M
- −29.6K (−0.8%) vs. Q3 2022
- Total value
- $59.3M
- +$3.21M (+5.7%) vs. Q3 2022
- New holders
- 6
- 14 more added
- Sold out
- 4
- 17 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 25,756 | $415 | 0.00% | +1,430+5.9% | Added |
| Geneos Wealth Management Inc. | 172 | $2.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,560 | $4.89K | 0.00% | +3,560 | New |
| IFP Advisors, Inc | 500 | $9.00K | 0.00% | +500 | New |
| Advisory Services Network, LLC | 667 | $10.8K | 0.00% | +667 | New |
| Belpointe Asset Management LLC | 700 | $11.3K | 0.00% | +700 | New |
| Rockefeller Capital Management L.P. | 1,100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $21.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,550 | $25.0K | 0.00% | +775+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $27.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $32.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,250 | $36.3K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $52.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,304 | $117.7K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,500 | $169.3K | 0.01% | −38−0.4% | Reduced |
| Janney Montgomery Scott LLC | 14,533 | $234.0K | 0.00% | +52+0.4% | Added |
| LVZ Advisors, Inc. | 14,753 | $237.8K | 0.04% | +14,753 | New |
| Western Wealth Management, LLC | 15,838 | $255.3K | 0.03% | −15,732−49.8% | Reduced |
| Hilltop Holdings Inc. | 15,869 | $255.8K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 16,469 | $262.4K | 0.04% | +16,469 | New |
| Cetera Advisor Networks LLC | 17,233 | $277.8K | 0.00% | −40−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,523 | $298.6K | 0.03% | −995−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,492 | $314.2K | 0.00% | +16+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 23,180 | $373.7K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 26,170 | $421.9K | 0.00% | −137−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 30,277 | $488.0K | 0.00% | −107−0.4% | Reduced |
| Raymond James & Associates | 31,199 | $502.9K | 0.00% | +921+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,561 | $508.8K | 0.01% | +18,684+145.1% | Added |
| Advisor Group Holdings, Inc. | 37,061 | $597.0K | 0.00% | +2,555+7.4% | Added |
| Bank of America Corp | 39,604 | $638.4K | 0.00% | +2,634+7.1% | Added |
| Shulman DeMeo Asset Management LLC | 48,355 | $779.5K | 0.26% | −431−0.9% | Reduced |
| Ameriprise Financial Inc | 57,887 | $933.0K | 0.00% | +269+0.5% | Added |
| D.A. Davidson & Co. | 59,253 | $955.2K | 0.01% | +4,878+9.0% | Added |
| Davenport & Co LLC | 60,424 | $974.0K | 0.01% | −165−0.3% | Reduced |
| Guggenheim Capital LLC | 63,441 | $1.02M | 0.01% | −700−1.1% | Reduced |
| Royal Bank of Canada | 76,602 | $1.24M | 0.00% | −505−0.7% | Reduced |
| Aviance Capital Partners, LLC | 96,121 | $1.55M | 0.36% | −16,947−15.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 126,220 | $2.04M | 0.01% | +320+0.3% | Added |
| LPL Financial LLC | 159,881 | $2.58M | 0.00% | +3,495+2.2% | Added |
| Advisors Asset Management, Inc. | 183,170 | $2.95M | 0.06% | −3,942−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 231,755 | $3.74M | 0.06% | +300+0.1% | Added |
| Invesco Ltd. | 235,184 | $3.79M | 0.00% | −41,817−15.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 289,227 | $4.66M | 0.01% | −18,505−6.0% | Reduced |
| Howard Wealth Management, LLC | 298,789 | $4.82M | 3.95% | −1,434−0.5% | Reduced |
| Morgan Stanley | 319,821 | $5.16M | 0.00% | −2,802−0.9% | Reduced |
| UBS Group AG | 462,770 | $7.46M | 0.00% | +30,686+7.1% | Added |
| Wells Fargo & Company | 527,774 | $8.51M | 0.00% | −5,177−1.0% | Reduced |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −10,802−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |