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, Q2 2023
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Jun 30, 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
- 48
- +1 vs. Q1 2023
- Shares held
- 4.01M
- +605.8K (+17.8%) vs. Q1 2023
- Total value
- $62.9M
- +$9.83M (+18.5%) vs. Q1 2023
- New holders
- 5
- 17 more added
- Sold out
- 4
- 15 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 583,967 | $9.16M | 0.00% | −14,049−2.3% | Reduced |
| UBS Group AG | 367,314 | $5.76M | 0.00% | +25,330+7.4% | Added |
| Howard Wealth Management, LLC | 279,589 | $4.38M | 3.80% | −14,915−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 266,709 | $4.18M | 0.01% | −1,734−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 229,861 | $3.60M | 0.05% | +229,861 | New |
| Morgan Stanley | 221,613 | $3.47M | 0.00% | −65,447−22.8% | Reduced |
| Advisors Asset Management, Inc. | 179,918 | $2.82M | 0.06% | −905−0.5% | Reduced |
| Invesco Ltd. | 179,873 | $2.82M | 0.00% | −10,959−5.7% | Reduced |
| LPL Financial LLC | 161,673 | $2.54M | 0.00% | +1,851+1.2% | Added |
| Guggenheim Capital LLC | 159,427 | $2.50M | 0.02% | +95,710+150.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 159,464 | $2.46M | 0.08% | +159,464 | New |
| Shaker Financial Services, LLC | 151,233 | $2.41M | 1.05% | +99,416+191.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 127,690 | $2.00M | 0.01% | −90.0% | Reduced |
| Aviance Capital Partners, LLC | 98,749 | $1.55M | 0.33% | −50−0.1% | Reduced |
| Wolverine Asset Management LLC | 89,849 | $1.41M | 0.03% | +53,367+146.3% | Added |
| Royal Bank of Canada | 79,272 | $1.24M | 0.00% | +1,419+1.8% | Added |
| Davenport & Co LLC | 62,834 | $985.2K | 0.01% | +1,565+2.6% | Added |
| D.A. Davidson & Co. | 59,520 | $933.3K | 0.01% | +267+0.5% | Added |
| Ameriprise Financial Inc | 57,571 | $902.7K | 0.00% | +2,718+5.0% | Added |
| Bank of America Corp | 53,153 | $833.4K | 0.00% | +7,783+17.2% | Added |
| Shulman DeMeo Asset Management LLC | 47,744 | $748.6K | 0.22% | −294−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 44,009 | $690.1K | 0.00% | +7,265+19.8% | Added |
| Private Advisor Group, LLC | 36,531 | $572.8K | 0.00% | +10,470+40.2% | Added |
| Raymond James & Associates | 31,137 | $488.2K | 0.00% | −1,398−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 27,961 | $438.0K | 0.00% | −2,316−7.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,090 | $409.1K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 24,734 | $387.8K | 0.00% | +16+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 24,175 | $379.1K | 0.01% | +400+1.7% | Added |
| Cornerstone Advisors, LLC | 18,761 | $294.2K | 0.01% | +18,761 | New |
| Landscape Capital Management, L.L.C. | 18,315 | $287.2K | 0.04% | +18,315 | New |
| Sheaff Brock Investment Advisors, LLC | 18,223 | $285.7K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,647 | $276.7K | 0.00% | −154−0.9% | Reduced |
| DFPG Investments, LLC | 16,469 | $261.9K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,609 | $260.4K | 0.02% | +771+4.9% | Added |
| LVZ Advisors, Inc. | 14,753 | $231.3K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,134 | $206.0K | 0.00% | +24+0.2% | Added |
| Envestnet Asset Management Inc | 11,337 | $177.8K | 0.00% | +11,337 | New |
| The PNC Financial Services Group, Inc. | 7,304 | $114.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,730 | $105.5K | 0.00% | −31−0.5% | Reduced |
| Elequin Capital LP | 5,387 | $84.5K | 0.04% | −1,303−19.5% | Reduced |
| GWM Advisors LLC | 3,843 | $60.3K | 0.00% | +583+17.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $51.0K | 0.00% | −10.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,250 | $35.3K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $31.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $26.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −15,506−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |