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 2024
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Mar 31, 2024. 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
- 52
- +1 vs. Q4 2023
- Shares held
- 4.05M
- −106.1K (−2.6%) vs. Q4 2023
- Total value
- $63.5M
- +$1.06M (+1.7%) vs. Q4 2023
- New holders
- 7
- 14 more added
- Sold out
- 6
- 19 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 552,420 | $8.66M | 0.00% | −51,654−8.6% | Reduced |
| UBS Group AG | 426,396 | $6.68M | 0.00% | +6,821+1.6% | Added |
| Shaker Financial Services, LLC | 275,950 | $4.41M | 1.71% | +89,293+47.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 279,543 | $4.38M | 0.01% | +10,129+3.8% | Added |
| Guggenheim Capital LLC | 258,897 | $4.06M | 0.03% | +18,377+7.6% | Added |
| Atria Wealth Solutions, Inc. | 244,363 | $3.83M | 0.04% | +23,678+10.7% | Added |
| Invesco Ltd. | 243,784 | $3.82M | 0.00% | −1,249−0.5% | Reduced |
| Cornerstone Advisors, LLC | 216,433 | $3.39M | 0.14% | −1,900−0.9% | Reduced |
| Morgan Stanley | 202,400 | $3.17M | 0.00% | −17,066−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 135,001 | $2.12M | 0.01% | +131+0.1% | Added |
| LPL Financial LLC | 130,183 | $2.04M | 0.00% | −6,998−5.1% | Reduced |
| Wolverine Asset Management LLC | 125,837 | $1.97M | 0.04% | +73,512+140.5% | Added |
| 1607 Capital Partners, LLC | 87,002 | $1.36M | 0.11% | +87,002 | New |
| Landscape Capital Management, L.L.C. | 74,680 | $1.17M | 0.10% | +12,928+20.9% | Added |
| Royal Bank of Canada | 69,455 | $1.09M | 0.00% | −4,042−5.5% | Reduced |
| Advisors Asset Management, Inc. | 67,170 | $1.05M | 0.02% | −40,175−37.4% | Reduced |
| Davenport & Co LLC | 60,543 | $948.7K | 0.01% | −1,011−1.6% | Reduced |
| Bank of America Corp | 57,520 | $901.3K | 0.00% | −28,499−33.1% | Reduced |
| Advisor Group Holdings, Inc. | 47,823 | $749.4K | 0.00% | −259−0.5% | Reduced |
| Private Advisor Group, LLC | 47,741 | $748.1K | 0.01% | +10,210+27.2% | Added |
| Shulman DeMeo Asset Management LLC | 47,214 | $739.8K | 0.20% | −208−0.4% | Reduced |
| Tyche Wealth Partners LLC | 41,858 | $655.9K | 0.16% | −2,741−6.1% | Reduced |
| Ameriprise Financial Inc | 35,790 | $560.8K | 0.00% | −1,743−4.6% | Reduced |
| Fortem Financial Group, LLC | 29,791 | $466.8K | 0.20% | +1,344+4.7% | Added |
| Commonwealth Equity Services, LLC | 26,907 | $422.0K | 0.00% | +653+2.5% | Added |
| Raymond James & Associates | 26,121 | $409.3K | 0.00% | −560−2.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,090 | $408.8K | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 21,122 | $331.0K | 0.00% | +21,122 | New |
| Ionic Capital Management LLC | 19,142 | $300.0K | 0.18% | −12,558−39.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,226 | $285.6K | 0.02% | +30.0% | Added |
| Diversify Advisory Services, LLC | 16,469 | $258.7K | 0.02% | +16,469 | New |
| Cetera Investment Advisers | 16,208 | $254.0K | 0.00% | +16,208 | New |
| Truist Financial Corp | 16,072 | $251.9K | 0.00% | −210−1.3% | Reduced |
| LVZ Advisors, Inc. | 14,753 | $231.2K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,597 | $213.1K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 12,400 | $212.3K | 0.00% | +12,400 | New |
| Janney Montgomery Scott LLC | 12,712 | $199.0K | 0.00% | −132−1.0% | Reduced |
| Aviance Capital Partners, LLC | 12,090 | $189.5K | 0.03% | +83+0.7% | Added |
| The PNC Financial Services Group, Inc. | 7,304 | $114.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,967 | $93.5K | 0.00% | +872+17.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,475 | $85.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,843 | $60.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $51.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,034 | $48.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $31.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.02% | +2,000 | New |
| Comerica Bank | 1,930 | $30.2K | 0.00% | −70−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,585 | $24.9K | 0.00% | +1,585 | New |
| Allworth Financial LP | 1,342 | $21.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 611 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $2.69K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6 | $94 | 0.00% | −3,462−99.8% | Reduced |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −274,354−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −29,463−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −15,551−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −15,312−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |