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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, Q2 2024

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Jun 30, 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
53
+1 vs. Q1 2024
Shares held
4.09M
+42.0K (+1.0%) vs. Q1 2024
Total value
$66.9M
+$3.34M (+5.2%) vs. Q1 2024
New holders
5
11 more added
Sold out
4
21 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 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 heldQ2 2024: $66.9M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2024.

Institutions holding SPXX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company551,027$9.00M0.00%−1,393−0.3%Reduced
UBS Group AG433,913$7.09M0.00%+7,517+1.8%Added
Raymond James Financial Services Advisors, Inc.280,894$4.59M0.01%+1,351+0.5%Added
Guggenheim Capital LLC279,211$4.56M0.03%+20,314+7.8%Added
1607 Capital Partners, LLC244,771$4.00M0.36%+157,769+181.3%Added
Atria Wealth Solutions, Inc.236,970$3.87M0.04%−7,393−3.0%Reduced
Invesco Ltd.230,040$3.76M0.00%−13,744−5.6%Reduced
Shaker Financial Services, LLC223,364$3.71M1.50%−52,586−19.1%Reduced
Cornerstone Advisors, LLC216,433$3.53M0.14%00.0%Unchanged
Morgan Stanley193,589$3.16M0.00%−8,811−4.4%Reduced
Cambridge Investment Research Advisors, Inc.134,991$2.20M0.01%−100.0%Reduced
Wolverine Asset Management LLC117,617$1.92M0.04%−8,220−6.5%Reduced
LPL Financial LLC115,504$1.89M0.00%−14,679−11.3%Reduced
Bank of America Corp64,808$1.06M0.00%+7,288+12.7%Added
Royal Bank of Canada64,573$1.05M0.00%−4,882−7.0%Reduced
Davenport & Co LLC60,243$983.8K0.01%−300−0.5%Reduced
Advisors Asset Management, Inc.57,755$943.1K0.02%−9,415−14.0%Reduced
Landscape Capital Management, L.L.C.48,111$785.7K0.07%−26,569−35.6%Reduced
Advisor Group Holdings, Inc.47,870$781.7K0.00%+47+0.1%Added
Shulman DeMeo Asset Management LLC47,159$770.1K0.20%−55−0.1%Reduced
Private Advisor Group, LLC46,976$767.1K0.01%−765−1.6%Reduced
Tyche Wealth Partners LLC41,909$684.4K0.17%+51+0.1%Added
Ameriprise Financial Inc40,332$658.6K0.00%+4,542+12.7%Added
Fortem Financial Group, LLC38,004$620.6K0.27%+8,213+27.6%Added
GPS Wealth Strategies Group, LLC26,090$426.0K0.06%00.0%Unchanged
Raymond James & Associates25,396$414.7K0.00%−725−2.8%Reduced
Commonwealth Equity Services, LLC25,379$414.0K0.00%−1,528−5.7%Reduced
Ionic Capital Management LLC19,142$312.6K0.16%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC18,226$297.6K0.03%00.0%Unchanged
Diversify Advisory Services, LLC16,469$272.2K0.01%00.0%Unchanged
Cetera Investment Advisers16,253$265.4K0.00%+45+0.3%Added
Truist Financial Corp15,926$260.1K0.00%−146−0.9%Reduced
Susquehanna International Group, LLP15,541$253.8K0.00%+15,541New
LVZ Advisors, Inc.14,753$240.9K0.03%00.0%Unchanged
Prospera Financial Services Inc14,712$240.2K0.01%+14,712New
Bank of Montreal12,400$218.7K0.00%00.0%Unchanged
Aviance Capital Partners, LLC12,170$198.7K0.03%+80+0.7%Added
Western Wealth Management, LLC10,231$167.1K0.01%−3,366−24.8%Reduced
Northwestern Mutual Wealth Management Co5,952$97.2K0.00%−15−0.3%Reduced
Steward Partners Investment Advisory, LLC5,475$89.4K0.00%00.0%Unchanged
Fairman Group, LLC4,000$66.5K0.07%+4,000New
GWM Advisors LLC3,843$62.8K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,250$53.0K0.00%00.0%Unchanged
North Star Investment Management Corp.2,000$32.7K0.00%00.0%Unchanged
Comerica Bank1,930$31.5K0.00%00.0%Unchanged
Allworth Financial LP1,342$21.8K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,304$21.3K0.00%−6,000−82.1%Reduced
IFP Advisors, Inc1,000$16.3K0.00%+1,000New
Mather Group, LLC.583$9.14K0.00%+583New
NBC Securities, Inc.611$9.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.172$2.81K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC10$1650.00%−1,575−99.4%Reduced
JPMorgan Chase & Co6$980.00%00.0%Unchanged
Fisher Asset Management, LLC0$00.00%−21,122−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−12,712−100.0%Sold out
Close Asset Management Ltd0$00.00%−3,034−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−2,000−100.0%Sold out