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, Q1 2023
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 3.41M
- −302.1K (−8.1%) vs. Q4 2022
- Total value
- $53.1M
- −$6.23M (−10.5%) vs. Q4 2022
- New holders
- 4
- 12 more added
- Sold out
- 3
- 17 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 598,016 | $9.32M | 0.00% | +70,242+13.3% | Added |
| UBS Group AG | 341,984 | $5.33M | 0.00% | −120,786−26.1% | Reduced |
| Howard Wealth Management, LLC | 294,504 | $4.59M | 3.83% | −4,285−1.4% | Reduced |
| Morgan Stanley | 287,060 | $4.47M | 0.00% | −32,761−10.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 268,443 | $4.18M | 0.01% | −20,784−7.2% | Reduced |
| Invesco Ltd. | 190,832 | $2.97M | 0.00% | −44,352−18.9% | Reduced |
| Advisors Asset Management, Inc. | 180,823 | $2.82M | 0.06% | −2,347−1.3% | Reduced |
| LPL Financial LLC | 159,822 | $2.49M | 0.00% | −590.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 127,699 | $1.99M | 0.01% | +1,479+1.2% | Added |
| Aviance Capital Partners, LLC | 98,799 | $1.54M | 0.34% | +2,678+2.8% | Added |
| Royal Bank of Canada | 77,853 | $1.21M | 0.00% | +1,251+1.6% | Added |
| Guggenheim Capital LLC | 63,717 | $992.7K | 0.01% | +276+0.4% | Added |
| Davenport & Co LLC | 61,269 | $954.6K | 0.01% | +845+1.4% | Added |
| D.A. Davidson & Co. | 59,253 | $923.2K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 54,853 | $854.6K | 0.00% | −3,034−5.2% | Reduced |
| Shaker Financial Services, LLC | 51,817 | $818.8K | 0.36% | +51,817 | New |
| Shulman DeMeo Asset Management LLC | 48,038 | $748.4K | 0.24% | −317−0.7% | Reduced |
| Bank of America Corp | 45,370 | $706.9K | 0.00% | +5,766+14.6% | Added |
| Advisor Group Holdings, Inc. | 36,744 | $572.5K | 0.00% | −317−0.9% | Reduced |
| Wolverine Asset Management LLC | 36,482 | $568.4K | 0.01% | +36,482 | New |
| Raymond James & Associates | 32,535 | $506.9K | 0.00% | +1,336+4.3% | Added |
| Commonwealth Equity Services, LLC | 30,277 | $471.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26,090 | $406.5K | 0.08% | +2,910+12.6% | Added |
| Private Advisor Group, LLC | 26,061 | $406.0K | 0.00% | +305+1.2% | Added |
| Truist Financial Corp | 24,718 | $385.1K | 0.00% | −1,452−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,775 | $370.4K | 0.01% | −7,786−24.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,223 | $283.9K | 0.03% | −300−1.6% | Reduced |
| Cetera Advisor Networks LLC | 17,801 | $277.3K | 0.00% | +568+3.3% | Added |
| DFPG Investments, LLC | 16,469 | $256.6K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,838 | $246.8K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,506 | $241.6K | 0.03% | −363−2.3% | Reduced |
| LVZ Advisors, Inc. | 14,753 | $229.9K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,110 | $204.0K | 0.00% | −1,423−9.8% | Reduced |
| Sigma Planning Corp | 10,500 | $163.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,304 | $113.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,761 | $105.3K | 0.00% | −12,731−65.3% | Reduced |
| Elequin Capital LP | 6,690 | $104.2K | 0.07% | +6,690 | New |
| Benjamin F. Edwards & Company, Inc. | 3,251 | $51.0K | 0.00% | +10.0% | Added |
| GWM Advisors LLC | 3,260 | $50.8K | 0.00% | −300−8.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,250 | $35.1K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.04% | +2,000 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $26.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $20.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 700 | $10.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 667 | $10.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $2.68K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −231,755−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |