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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 172 | $2.68K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 667 | $10.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 700 | $10.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $20.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $26.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.04% | +2,000 | New |
| North Star Investment Management Corp. | 2,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,250 | $35.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,260 | $50.8K | 0.00% | −300−8.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,251 | $51.0K | 0.00% | +10.0% | Added |
| Elequin Capital LP | 6,690 | $104.2K | 0.07% | +6,690 | New |
| Northwestern Mutual Wealth Management Co | 6,761 | $105.3K | 0.00% | −12,731−65.3% | Reduced |
| The PNC Financial Services Group, Inc. | 7,304 | $113.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,500 | $163.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,110 | $204.0K | 0.00% | −1,423−9.8% | Reduced |
| LVZ Advisors, Inc. | 14,753 | $229.9K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,506 | $241.6K | 0.03% | −363−2.3% | Reduced |
| Western Wealth Management, LLC | 15,838 | $246.8K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 16,469 | $256.6K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,801 | $277.3K | 0.00% | +568+3.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,223 | $283.9K | 0.03% | −300−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,775 | $370.4K | 0.01% | −7,786−24.7% | Reduced |
| Truist Financial Corp | 24,718 | $385.1K | 0.00% | −1,452−5.5% | Reduced |
| Private Advisor Group, LLC | 26,061 | $406.0K | 0.00% | +305+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 26,090 | $406.5K | 0.08% | +2,910+12.6% | Added |
| Commonwealth Equity Services, LLC | 30,277 | $471.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 32,535 | $506.9K | 0.00% | +1,336+4.3% | Added |
| Wolverine Asset Management LLC | 36,482 | $568.4K | 0.01% | +36,482 | New |
| Advisor Group Holdings, Inc. | 36,744 | $572.5K | 0.00% | −317−0.9% | Reduced |
| Bank of America Corp | 45,370 | $706.9K | 0.00% | +5,766+14.6% | Added |
| Shulman DeMeo Asset Management LLC | 48,038 | $748.4K | 0.24% | −317−0.7% | Reduced |
| Shaker Financial Services, LLC | 51,817 | $818.8K | 0.36% | +51,817 | New |
| Ameriprise Financial Inc | 54,853 | $854.6K | 0.00% | −3,034−5.2% | Reduced |
| D.A. Davidson & Co. | 59,253 | $923.2K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 61,269 | $954.6K | 0.01% | +845+1.4% | Added |
| Guggenheim Capital LLC | 63,717 | $992.7K | 0.01% | +276+0.4% | Added |
| Royal Bank of Canada | 77,853 | $1.21M | 0.00% | +1,251+1.6% | Added |
| Aviance Capital Partners, LLC | 98,799 | $1.54M | 0.34% | +2,678+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 127,699 | $1.99M | 0.01% | +1,479+1.2% | Added |
| LPL Financial LLC | 159,822 | $2.49M | 0.00% | −590.0% | Reduced |
| Advisors Asset Management, Inc. | 180,823 | $2.82M | 0.06% | −2,347−1.3% | Reduced |
| Invesco Ltd. | 190,832 | $2.97M | 0.00% | −44,352−18.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 268,443 | $4.18M | 0.01% | −20,784−7.2% | Reduced |
| Morgan Stanley | 287,060 | $4.47M | 0.00% | −32,761−10.2% | Reduced |
| Howard Wealth Management, LLC | 294,504 | $4.59M | 3.83% | −4,285−1.4% | Reduced |
| UBS Group AG | 341,984 | $5.33M | 0.00% | −120,786−26.1% | Reduced |
| Wells Fargo & Company | 598,016 | $9.32M | 0.00% | +70,242+13.3% | Added |
| 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 |