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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.

Q3 2024 vs. Q2 2024

How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SPXX: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders53150−2
Shares4.09M3.25K4.01M−77.8K (−1.9%)
Value$66.9M$53.0K$67.3M+$513.5K (+0.8%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (3)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SPXX in Q3 2024
InstitutionSharesValue% of portfolio
FNY Investment Advisers, LLC2,000$33.0K0.02%
Larson Financial Group LLC1,800$30.2K0.00%
Jones Financial Companies LLLP500$8.30K0.00%

Sold out (5)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SPXX in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Ionic Capital Management LLC19,142$312.6K
Susquehanna International Group, LLP15,541$253.8K
Fairman Group, LLC4,000$66.5K
Mather Group, LLC.583$9.14K
CIBC Private Wealth Group, LLC10$165

Not filed for Q3 2024 yet (1)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPXX in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Benjamin F. Edwards & Company, Inc.3,250$53.0K