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