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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, Q3 2023

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Sep 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
51
+3 vs. Q2 2023
Shares held
4.05M
+33.2K (+0.8%) vs. Q2 2023
Total value
$60.0M
−$2.92M (−4.6%) vs. Q2 2023
New holders
6
13 more added
Sold out
3
20 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 51 institutions
Q1 2021: 51 institutionsQ2 2021: 46 institutionsQ3 2021: 44 institutionsQ4 2021: 44 institutionsQ1 2022: 51 institutionsQ2 2022: 50 institutionsQ3 2022: 45 institutionsQ4 2022: 47 institutionsQ1 2023: 47 institutionsQ2 2023: 48 institutionsQ3 2023: 51 institutionsQ4 2023: 53 institutionsQ1 2024: 52 institutionsQ2 2024: 53 institutionsQ3 2024: 50 institutionsQ4 2024: 49 institutionsQ1 2025: 51 institutionsQ2 2025: 49 institutionsQ3 2025: 53 institutionsQ4 2025: 60 institutionsQ1 2026: 228 institutionsQ2 2026: 232 institutions
Value heldQ3 2023: $60.0M
Q1 2021: $51.4MQ2 2021: $53.7MQ3 2021: $54.4MQ4 2021: $61.5MQ1 2022: $60.5MQ2 2022: $55.5MQ3 2022: $56.1MQ4 2022: $59.3MQ1 2023: $53.1MQ2 2023: $62.9MQ3 2023: $60.0MQ4 2023: $62.7MQ1 2024: $63.5MQ2 2024: $66.9MQ3 2024: $67.3MQ4 2024: $68.5MQ1 2025: $59.0MQ2 2025: $59.1MQ3 2025: $62.3MQ4 2025: $68.1MQ1 2026: $693.2MQ2 2026: $812.7M
Institutions holding SPXX and their total value by quarter
QuarterHoldersValue
Q2 2026232$812.7M
Q1 2026228$693.2M
Q4 202560$68.1M
Q3 202553$62.3M
Q2 202549$59.1M
Q1 202551$59.0M
Q4 202449$68.5M
Q3 202450$67.3M
Q2 202453$66.9M
Q1 202452$63.5M
Q4 202353$62.7M
Q3 202351$60.0M
Q2 202348$62.9M
Q1 202347$53.1M
Q4 202247$59.3M
Q3 202245$56.1M
Q2 202250$55.5M
Q1 202251$60.5M
Q4 202144$61.5M
Q3 202144$54.4M
Q2 202146$53.7M
Q1 202151$51.4M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q2 2023.

Institutions holding SPXX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Geneos Wealth Management Inc.172$2.55K0.00%00.0%Unchanged
NBC Securities, Inc.611$9.00K0.00%+611New
Baystate Wealth Management LLC817$12.1K0.00%+817New
Allworth Financial LP1,342$19.9K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1,686$25.0K0.00%00.0%Unchanged
Comerica Bank1,700$25.2K0.00%+1,700New
FNY Investment Advisers, LLC2,000$29.0K0.02%00.0%Unchanged
North Star Investment Management Corp.2,000$29.6K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC2,431$36.0K0.01%+2,431New
Benjamin F. Edwards & Company, Inc.3,250$48.0K0.00%00.0%Unchanged
GWM Advisors LLC3,843$57.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,225$77.4K0.00%−18,950−78.4%Reduced
Northwestern Mutual Wealth Management Co5,657$83.8K0.00%−1,073−15.9%Reduced
The PNC Financial Services Group, Inc.7,304$108.2K0.00%00.0%Unchanged
Elequin Capital LP10,442$154.8K0.03%+5,055+93.8%Added
Janney Montgomery Scott LLC12,878$191.0K0.00%−256−1.9%Reduced
JPMorgan Chase & Co13,329$197.5K0.00%+13,329New
Western Wealth Management, LLC13,537$200.6K0.02%−3,072−18.5%Reduced
LVZ Advisors, Inc.14,753$218.6K0.04%00.0%Unchanged
Cetera Advisor Networks LLC14,992$222.2K0.00%−2,655−15.0%Reduced
DFPG Investments, LLC16,469$234.5K0.02%00.0%Unchanged
Truist Financial Corp16,250$240.8K0.00%−8,484−34.3%Reduced
Sheaff Brock Investment Advisors, LLC18,223$270.1K0.03%00.0%Unchanged
Landscape Capital Management, L.L.C.21,553$319.4K0.04%+3,238+17.7%Added
Raymond James & Associates24,321$360.4K0.00%−6,816−21.9%Reduced
GPS Wealth Strategies Group, LLC26,090$386.7K0.07%00.0%Unchanged
Commonwealth Equity Services, LLC27,820$412.0K0.00%−141−0.5%Reduced
Ionic Capital Management LLC31,285$463.6K0.18%+31,285New
Private Advisor Group, LLC33,831$501.4K0.00%−2,700−7.4%Reduced
Ameriprise Financial Inc40,055$593.6K0.00%−17,516−30.4%Reduced
Shulman DeMeo Asset Management LLC47,703$707.0K0.24%−41−0.1%Reduced
D.A. Davidson & Co.58,569$868.0K0.01%−951−1.6%Reduced
Davenport & Co LLC62,414$925.0K0.01%−420−0.7%Reduced
Advisor Group Holdings, Inc.67,625$1.00M0.00%+23,616+53.7%Added
Bank of America Corp78,798$1.17M0.00%+25,645+48.2%Added
Royal Bank of Canada79,879$1.18M0.00%+607+0.8%Added
Aviance Capital Partners, LLC84,494$1.25M0.28%−14,255−14.4%Reduced
Wolverine Asset Management LLC86,021$1.27M0.02%−3,828−4.3%Reduced
Shaker Financial Services, LLC104,907$1.61M0.75%−46,326−30.6%Reduced
Cornerstone Advisors, LLC110,563$1.64M0.08%+91,802+489.3%Added
Cambridge Investment Research Advisors, Inc.131,502$1.95M0.01%+3,812+3.0%Added
LPL Financial LLC162,137$2.40M0.00%+464+0.3%Added
Advisors Asset Management, Inc.168,653$2.50M0.05%−11,265−6.3%Reduced
Guggenheim Capital LLC206,603$3.06M0.03%+47,176+29.6%Added
Morgan Stanley211,941$3.14M0.00%−9,672−4.4%Reduced
Atria Wealth Solutions, Inc.225,478$3.34M0.05%−4,383−1.9%Reduced
Invesco Ltd.227,096$3.37M0.00%+47,223+26.3%Added
Raymond James Financial Services Advisors, Inc.259,392$3.84M0.01%−7,317−2.7%Reduced
Howard Wealth Management, LLC281,214$4.17M3.84%+1,625+0.6%Added
UBS Group AG404,461$5.99M0.00%+37,147+10.1%Added
Wells Fargo & Company612,759$9.08M0.00%+28,792+4.9%Added
Houlihan Financial Resource Group, Ltd.0$00.00%−159,464−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−11,337−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−2,250−100.0%Sold out