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 2024
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Sep 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
- 50
- −2 vs. Q2 2024
- Shares held
- 4.01M
- −77.8K (−1.9%) vs. Q2 2024
- Total value
- $67.3M
- +$513.5K (+0.8%) vs. Q2 2024
- New holders
- 3
- 22 more added
- Sold out
- 5
- 12 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 558,959 | $9.38M | 0.00% | +7,932+1.4% | Added |
| UBS Group AG | 432,944 | $7.26M | 0.00% | −969−0.2% | Reduced |
| Guggenheim Capital LLC | 287,062 | $4.82M | 0.03% | +7,851+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 281,157 | $4.72M | 0.01% | +263+0.1% | Added |
| 1607 Capital Partners, LLC | 273,882 | $4.60M | 0.42% | +29,111+11.9% | Added |
| Invesco Ltd. | 246,743 | $4.14M | 0.00% | +16,703+7.3% | Added |
| Shaker Financial Services, LLC | 237,733 | $4.05M | 1.53% | +14,369+6.4% | Added |
| Atria Wealth Solutions, Inc. | 236,132 | $3.96M | 0.04% | −838−0.4% | Reduced |
| Morgan Stanley | 205,159 | $3.44M | 0.00% | +11,570+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 136,023 | $2.28M | 0.01% | +1,032+0.8% | Added |
| LPL Financial LLC | 121,463 | $2.04M | 0.00% | +5,959+5.2% | Added |
| Cornerstone Advisors, LLC | 108,805 | $1.83M | 0.07% | −107,628−49.7% | Reduced |
| Wolverine Asset Management LLC | 90,482 | $1.52M | 0.03% | −27,135−23.1% | Reduced |
| Bank of America Corp | 66,754 | $1.12M | 0.00% | +1,946+3.0% | Added |
| Royal Bank of Canada | 66,741 | $1.12M | 0.00% | +2,168+3.4% | Added |
| Advisors Asset Management, Inc. | 63,701 | $1.07M | 0.02% | +5,946+10.3% | Added |
| Davenport & Co LLC | 58,520 | $982.0K | 0.01% | −1,723−2.9% | Reduced |
| Private Advisor Group, LLC | 47,783 | $801.8K | 0.00% | +807+1.7% | Added |
| Shulman DeMeo Asset Management LLC | 47,122 | $790.7K | 0.19% | −37−0.1% | Reduced |
| Tyche Wealth Partners LLC | 44,681 | $749.8K | 0.17% | +2,772+6.6% | Added |
| Raymond James & Associates | 42,395 | $711.4K | 0.00% | +16,999+66.9% | Added |
| Advisor Group Holdings, Inc. | 42,023 | $705.1K | 0.00% | −5,847−12.2% | Reduced |
| Ameriprise Financial Inc | 41,434 | $695.3K | 0.00% | +1,102+2.7% | Added |
| Fortem Financial Group, LLC | 38,004 | $637.7K | 0.26% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26,090 | $437.8K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,702 | $415.0K | 0.00% | −677−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 21,632 | $363.0K | 0.04% | −26,479−55.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,231 | $305.9K | 0.03% | +50.0% | Added |
| Truist Financial Corp | 18,002 | $302.1K | 0.00% | +2,076+13.0% | Added |
| Diversify Advisory Services, LLC | 16,469 | $278.7K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,461 | $276.2K | 0.00% | +208+1.3% | Added |
| Prospera Financial Services Inc | 15,850 | $266.0K | 0.01% | +1,138+7.7% | Added |
| LVZ Advisors, Inc. | 14,753 | $247.6K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 12,400 | $206.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,248 | $205.5K | 0.03% | +78+0.6% | Added |
| Western Wealth Management, LLC | 10,259 | $172.2K | 0.01% | +28+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,928 | $99.5K | 0.00% | −24−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,475 | $91.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,643 | $44.4K | 0.00% | −1,200−31.2% | Reduced |
| North Star Investment Management Corp. | 2,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $33.0K | 0.02% | +2,000 | New |
| Comerica Bank | 1,930 | $32.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,800 | $30.2K | 0.00% | +1,800 | New |
| Allworth Financial LP | 1,342 | $22.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $16.8K | 0.00% | −304−23.3% | Reduced |
| IFP Advisors, Inc | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 611 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $8.30K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 172 | $2.89K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6 | $101 | 0.00% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −19,142−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,541−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |