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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, Q4 2023

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Dec 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
53
+2 vs. Q3 2023
Shares held
4.17M
+125.6K (+3.1%) vs. Q3 2023
Total value
$62.7M
+$2.73M (+4.5%) vs. Q3 2023
New holders
4
20 more added
Sold out
2
17 more reduced

Compare with Q3 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 holdersQ4 2023: 53 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 heldQ4 2023: $62.7M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q3 2023.

Institutions holding SPXX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Services Network, LLC40$6020.00%+40New
Geneos Wealth Management Inc.172$2.59K0.00%00.0%Unchanged
NBC Securities, Inc.611$9.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC849$12.8K0.00%+32+3.9%Added
Allworth Financial LP1,342$20.2K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1,686$25.4K0.00%00.0%Unchanged
North Star Investment Management Corp.2,000$30.1K0.00%00.0%Unchanged
Comerica Bank2,000$30.1K0.00%+300+17.6%Added
Close Asset Management Ltd3,034$46.0K0.00%+3,034New
Benjamin F. Edwards & Company, Inc.3,250$49.0K0.00%00.0%Unchanged
JPMorgan Chase & Co3,468$52.2K0.00%−9,861−74.0%Reduced
GWM Advisors LLC3,843$57.8K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,095$76.6K0.00%−562−9.9%Reduced
Steward Partners Investment Advisory, LLC5,475$82.3K0.00%+250+4.8%Added
The PNC Financial Services Group, Inc.7,304$109.9K0.00%00.0%Unchanged
Aviance Capital Partners, LLC12,007$180.6K0.04%−72,487−85.8%Reduced
Janney Montgomery Scott LLC12,844$193.0K0.00%−34−0.3%Reduced
Western Wealth Management, LLC13,597$204.5K0.01%+60+0.4%Added
LVZ Advisors, Inc.14,753$221.9K0.03%00.0%Unchanged
Cetera Advisor Networks LLC15,312$230.3K0.00%+320+2.1%Added
Elequin Capital LP15,551$233.9K0.07%+5,109+48.9%Added
DFPG Investments, LLC16,469$243.1K0.02%00.0%Unchanged
Truist Financial Corp16,282$244.9K0.00%+32+0.2%Added
Sheaff Brock Investment Advisors, LLC18,223$274.1K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC26,090$392.4K0.07%00.0%Unchanged
Commonwealth Equity Services, LLC26,254$395.0K0.00%−1,566−5.6%Reduced
Raymond James & Associates26,681$401.3K0.00%+2,360+9.7%Added
Fortem Financial Group, LLC28,447$427.8K0.21%+28,447New
D.A. Davidson & Co.29,463$443.1K0.00%−29,106−49.7%Reduced
Ionic Capital Management LLC31,700$476.8K0.23%+415+1.3%Added
Private Advisor Group, LLC37,531$564.5K0.00%+3,700+10.9%Added
Ameriprise Financial Inc37,533$564.5K0.00%−2,522−6.3%Reduced
Tyche Wealth Partners LLC44,599$670.8K0.16%+44,599New
Shulman DeMeo Asset Management LLC47,422$713.2K0.20%−281−0.6%Reduced
Advisor Group Holdings, Inc.48,082$723.1K0.00%−19,543−28.9%Reduced
Wolverine Asset Management LLC52,325$787.0K0.01%−33,696−39.2%Reduced
Davenport & Co LLC61,554$925.8K0.01%−860−1.4%Reduced
Landscape Capital Management, L.L.C.61,752$928.8K0.08%+40,199+186.5%Added
Royal Bank of Canada73,497$1.10M0.00%−6,382−8.0%Reduced
Bank of America Corp86,019$1.29M0.00%+7,221+9.2%Added
Advisors Asset Management, Inc.107,345$1.61M0.03%−61,308−36.4%Reduced
Cambridge Investment Research Advisors, Inc.134,870$2.03M0.01%+3,368+2.6%Added
LPL Financial LLC137,181$2.06M0.00%−24,956−15.4%Reduced
Shaker Financial Services, LLC186,657$2.81M1.15%+81,750+77.9%Added
Cornerstone Advisors, LLC218,333$3.28M0.14%+107,770+97.5%Added
Morgan Stanley219,466$3.30M0.00%+7,525+3.6%Added
Atria Wealth Solutions, Inc.220,685$3.32M0.04%−4,793−2.1%Reduced
Guggenheim Capital LLC240,520$3.62M0.03%+33,917+16.4%Added
Invesco Ltd.245,033$3.69M0.00%+17,937+7.9%Added
Raymond James Financial Services Advisors, Inc.269,414$4.05M0.01%+10,022+3.9%Added
Howard Wealth Management, LLC274,354$4.13M3.45%−6,860−2.4%Reduced
UBS Group AG419,575$6.31M0.00%+15,114+3.7%Added
Wells Fargo & Company604,074$9.09M0.00%−8,685−1.4%Reduced
Impact Partnership Wealth, LLC0$00.00%−2,431−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−2,000−100.0%Sold out