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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6 | $101 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $2.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $8.30K | 0.00% | +500 | New |
| NBC Securities, Inc. | 611 | $10.0K | 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 |
| Allworth Financial LP | 1,342 | $22.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,800 | $30.2K | 0.00% | +1,800 | New |
| Comerica Bank | 1,930 | $32.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $33.0K | 0.02% | +2,000 | New |
| North Star Investment Management Corp. | 2,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,643 | $44.4K | 0.00% | −1,200−31.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,475 | $91.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,928 | $99.5K | 0.00% | −24−0.4% | Reduced |
| Western Wealth Management, LLC | 10,259 | $172.2K | 0.01% | +28+0.3% | Added |
| Aviance Capital Partners, LLC | 12,248 | $205.5K | 0.03% | +78+0.6% | Added |
| Bank of Montreal | 12,400 | $206.0K | 0.00% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,753 | $247.6K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,850 | $266.0K | 0.01% | +1,138+7.7% | Added |
| Cetera Investment Advisers | 16,461 | $276.2K | 0.00% | +208+1.3% | Added |
| Diversify Advisory Services, LLC | 16,469 | $278.7K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 18,002 | $302.1K | 0.00% | +2,076+13.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,231 | $305.9K | 0.03% | +50.0% | Added |
| Landscape Capital Management, L.L.C. | 21,632 | $363.0K | 0.04% | −26,479−55.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,702 | $415.0K | 0.00% | −677−2.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,090 | $437.8K | 0.06% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 38,004 | $637.7K | 0.26% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 41,434 | $695.3K | 0.00% | +1,102+2.7% | Added |
| Advisor Group Holdings, Inc. | 42,023 | $705.1K | 0.00% | −5,847−12.2% | Reduced |
| Raymond James & Associates | 42,395 | $711.4K | 0.00% | +16,999+66.9% | Added |
| Tyche Wealth Partners LLC | 44,681 | $749.8K | 0.17% | +2,772+6.6% | Added |
| Shulman DeMeo Asset Management LLC | 47,122 | $790.7K | 0.19% | −37−0.1% | Reduced |
| Private Advisor Group, LLC | 47,783 | $801.8K | 0.00% | +807+1.7% | Added |
| Davenport & Co LLC | 58,520 | $982.0K | 0.01% | −1,723−2.9% | Reduced |
| Advisors Asset Management, Inc. | 63,701 | $1.07M | 0.02% | +5,946+10.3% | Added |
| Royal Bank of Canada | 66,741 | $1.12M | 0.00% | +2,168+3.4% | Added |
| Bank of America Corp | 66,754 | $1.12M | 0.00% | +1,946+3.0% | Added |
| Wolverine Asset Management LLC | 90,482 | $1.52M | 0.03% | −27,135−23.1% | Reduced |
| Cornerstone Advisors, LLC | 108,805 | $1.83M | 0.07% | −107,628−49.7% | Reduced |
| LPL Financial LLC | 121,463 | $2.04M | 0.00% | +5,959+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 136,023 | $2.28M | 0.01% | +1,032+0.8% | Added |
| Morgan Stanley | 205,159 | $3.44M | 0.00% | +11,570+6.0% | Added |
| Atria Wealth Solutions, Inc. | 236,132 | $3.96M | 0.04% | −838−0.4% | Reduced |
| Shaker Financial Services, LLC | 237,733 | $4.05M | 1.53% | +14,369+6.4% | Added |
| Invesco Ltd. | 246,743 | $4.14M | 0.00% | +16,703+7.3% | Added |
| 1607 Capital Partners, LLC | 273,882 | $4.60M | 0.42% | +29,111+11.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 281,157 | $4.72M | 0.01% | +263+0.1% | Added |
| Guggenheim Capital LLC | 287,062 | $4.82M | 0.03% | +7,851+2.8% | Added |
| UBS Group AG | 432,944 | $7.26M | 0.00% | −969−0.2% | Reduced |
| Wells Fargo & Company | 558,959 | $9.38M | 0.00% | +7,932+1.4% | Added |
| 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 |