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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6 | $94 | 0.00% | −3,462−99.8% | Reduced |
| Geneos Wealth Management Inc. | 172 | $2.69K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 611 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $21.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,585 | $24.9K | 0.00% | +1,585 | New |
| Comerica Bank | 1,930 | $30.2K | 0.00% | −70−3.5% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.02% | +2,000 | New |
| North Star Investment Management Corp. | 2,000 | $31.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,034 | $48.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $51.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,843 | $60.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,475 | $85.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,967 | $93.5K | 0.00% | +872+17.1% | Added |
| The PNC Financial Services Group, Inc. | 7,304 | $114.5K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,090 | $189.5K | 0.03% | +83+0.7% | Added |
| Janney Montgomery Scott LLC | 12,712 | $199.0K | 0.00% | −132−1.0% | Reduced |
| Bank of Montreal | 12,400 | $212.3K | 0.00% | +12,400 | New |
| Western Wealth Management, LLC | 13,597 | $213.1K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,753 | $231.2K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 16,072 | $251.9K | 0.00% | −210−1.3% | Reduced |
| Cetera Investment Advisers | 16,208 | $254.0K | 0.00% | +16,208 | New |
| Diversify Advisory Services, LLC | 16,469 | $258.7K | 0.02% | +16,469 | New |
| Sheaff Brock Investment Advisors, LLC | 18,226 | $285.6K | 0.02% | +30.0% | Added |
| Ionic Capital Management LLC | 19,142 | $300.0K | 0.18% | −12,558−39.6% | Reduced |
| Fisher Asset Management, LLC | 21,122 | $331.0K | 0.00% | +21,122 | New |
| GPS Wealth Strategies Group, LLC | 26,090 | $408.8K | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 26,121 | $409.3K | 0.00% | −560−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 26,907 | $422.0K | 0.00% | +653+2.5% | Added |
| Fortem Financial Group, LLC | 29,791 | $466.8K | 0.20% | +1,344+4.7% | Added |
| Ameriprise Financial Inc | 35,790 | $560.8K | 0.00% | −1,743−4.6% | Reduced |
| Tyche Wealth Partners LLC | 41,858 | $655.9K | 0.16% | −2,741−6.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 47,214 | $739.8K | 0.20% | −208−0.4% | Reduced |
| Private Advisor Group, LLC | 47,741 | $748.1K | 0.01% | +10,210+27.2% | Added |
| Advisor Group Holdings, Inc. | 47,823 | $749.4K | 0.00% | −259−0.5% | Reduced |
| Bank of America Corp | 57,520 | $901.3K | 0.00% | −28,499−33.1% | Reduced |
| Davenport & Co LLC | 60,543 | $948.7K | 0.01% | −1,011−1.6% | Reduced |
| Advisors Asset Management, Inc. | 67,170 | $1.05M | 0.02% | −40,175−37.4% | Reduced |
| Royal Bank of Canada | 69,455 | $1.09M | 0.00% | −4,042−5.5% | Reduced |
| Landscape Capital Management, L.L.C. | 74,680 | $1.17M | 0.10% | +12,928+20.9% | Added |
| 1607 Capital Partners, LLC | 87,002 | $1.36M | 0.11% | +87,002 | New |
| Wolverine Asset Management LLC | 125,837 | $1.97M | 0.04% | +73,512+140.5% | Added |
| LPL Financial LLC | 130,183 | $2.04M | 0.00% | −6,998−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 135,001 | $2.12M | 0.01% | +131+0.1% | Added |
| Morgan Stanley | 202,400 | $3.17M | 0.00% | −17,066−7.8% | Reduced |
| Cornerstone Advisors, LLC | 216,433 | $3.39M | 0.14% | −1,900−0.9% | Reduced |
| Invesco Ltd. | 243,784 | $3.82M | 0.00% | −1,249−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 244,363 | $3.83M | 0.04% | +23,678+10.7% | Added |
| Guggenheim Capital LLC | 258,897 | $4.06M | 0.03% | +18,377+7.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 279,543 | $4.38M | 0.01% | +10,129+3.8% | Added |
| Shaker Financial Services, LLC | 275,950 | $4.41M | 1.71% | +89,293+47.8% | Added |
| UBS Group AG | 426,396 | $6.68M | 0.00% | +6,821+1.6% | Added |
| Wells Fargo & Company | 552,420 | $8.66M | 0.00% | −51,654−8.6% | 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 |