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, Q4 2024
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Dec 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
- 49
- +1 vs. Q3 2024
- Shares held
- 3.86M
- +172.8K (+4.7%) vs. Q3 2024
- Total value
- $68.5M
- +$6.57M (+10.6%) vs. Q3 2024
- New holders
- 8
- 13 more added
- Sold out
- 7
- 16 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 542,670 | $9.63M | 0.00% | −16,289−2.9% | Reduced |
| UBS Group AG | 446,807 | $7.93M | 0.00% | +13,863+3.2% | Added |
| Raymond James Financial Inc | 334,202 | $5.93M | 0.00% | +334,202 | New |
| Invesco Ltd. | 300,573 | $5.34M | 0.00% | +53,830+21.8% | Added |
| Guggenheim Capital LLC | 298,075 | $5.29M | 0.04% | +11,013+3.8% | Added |
| Shaker Financial Services, LLC | 245,444 | $4.36M | 1.67% | +7,711+3.2% | Added |
| Atria Wealth Solutions, Inc. | 235,474 | $4.18M | 0.05% | −658−0.3% | Reduced |
| Morgan Stanley | 217,818 | $3.87M | 0.00% | +12,659+6.2% | Added |
| 1607 Capital Partners, LLC | 208,686 | $3.70M | 0.30% | −65,196−23.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 141,254 | $2.51M | 0.01% | +5,231+3.8% | Added |
| LPL Financial LLC | 136,117 | $2.42M | 0.00% | +14,654+12.1% | Added |
| Bank of America Corp | 67,101 | $1.19M | 0.00% | +347+0.5% | Added |
| Royal Bank of Canada | 66,178 | $1.18M | 0.00% | −563−0.8% | Reduced |
| Advisors Asset Management, Inc. | 62,485 | $1.11M | 0.02% | −1,216−1.9% | Reduced |
| Davenport & Co LLC | 57,310 | $1.02M | 0.01% | −1,210−2.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 47,082 | $835.7K | 0.23% | −40−0.1% | Reduced |
| Private Advisor Group, LLC | 43,296 | $768.5K | 0.00% | −4,487−9.4% | Reduced |
| Tyche Wealth Partners LLC | 43,173 | $766.3K | 0.16% | −1,508−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 41,598 | $738.4K | 0.00% | −425−1.0% | Reduced |
| Ameriprise Financial Inc | 40,018 | $710.3K | 0.00% | −1,416−3.4% | Reduced |
| Fortem Financial Group, LLC | 38,004 | $674.6K | 0.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,737 | $492.0K | 0.00% | +3,035+12.3% | Added |
| GPS Wealth Strategies Group, LLC | 26,090 | $463.1K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 23,140 | $410.7K | 0.02% | −85,665−78.7% | Reduced |
| Cetera Investment Advisers | 20,637 | $366.3K | 0.00% | +4,176+25.4% | Added |
| Truist Financial Corp | 17,904 | $317.8K | 0.00% | −98−0.5% | Reduced |
| Independent Advisor Alliance | 17,750 | $315.1K | 0.00% | +17,750 | New |
| Sheaff Brock Investment Advisors, LLC | 17,734 | $314.8K | 0.03% | −497−2.7% | Reduced |
| Diversify Advisory Services, LLC | 16,469 | $283.3K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,400 | $255.6K | 0.01% | −1,450−9.1% | Reduced |
| Aviance Capital Partners, LLC | 12,411 | $220.3K | 0.03% | +163+1.3% | Added |
| Bank of Montreal | 12,400 | $220.1K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,585 | $187.9K | 0.00% | +10,585 | New |
| Northwestern Mutual Wealth Management Co | 5,984 | $106.2K | 0.00% | +56+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,475 | $97.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,643 | $46.9K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,500 | $44.4K | 0.03% | +2,500 | New |
| North Star Investment Management Corp. | 2,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,800 | $31.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,778 | $31.6K | 0.00% | +1,772+29,533.3% | Added |
| Allworth Financial LP | 1,342 | $24.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,000 | $17.8K | 0.00% | −930−48.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 382 | $6.78K | 0.00% | +382 | New |
| St Germain D J Co Inc | 375 | $6.66K | 0.00% | +375 | New |
| Kentucky Trust Co | 240 | $4.26K | 0.00% | +240 | New |
| Geneos Wealth Management Inc. | 172 | $3.05K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 159 | $2.82K | 0.00% | +159 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −90,482−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,632−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −14,753−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,259−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |