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 |
|---|---|---|---|---|---|
| Park Square Financial Group, LLC | 159 | $2.82K | 0.00% | +159 | New |
| Geneos Wealth Management Inc. | 172 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 240 | $4.26K | 0.00% | +240 | New |
| St Germain D J Co Inc | 375 | $6.66K | 0.00% | +375 | New |
| Transce3nd, LLC | 382 | $6.78K | 0.00% | +382 | New |
| 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 |
| Allworth Financial LP | 1,342 | $24.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,778 | $31.6K | 0.00% | +1,772+29,533.3% | Added |
| Larson Financial Group LLC | 1,800 | $31.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,500 | $44.4K | 0.03% | +2,500 | New |
| GWM Advisors LLC | 2,643 | $46.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,475 | $97.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,984 | $106.2K | 0.00% | +56+0.9% | Added |
| Aptus Capital Advisors, LLC | 10,585 | $187.9K | 0.00% | +10,585 | New |
| Bank of Montreal | 12,400 | $220.1K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,411 | $220.3K | 0.03% | +163+1.3% | Added |
| Prospera Financial Services Inc | 14,400 | $255.6K | 0.01% | −1,450−9.1% | Reduced |
| Diversify Advisory Services, LLC | 16,469 | $283.3K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 17,734 | $314.8K | 0.03% | −497−2.7% | Reduced |
| Independent Advisor Alliance | 17,750 | $315.1K | 0.00% | +17,750 | New |
| Truist Financial Corp | 17,904 | $317.8K | 0.00% | −98−0.5% | Reduced |
| Cetera Investment Advisers | 20,637 | $366.3K | 0.00% | +4,176+25.4% | Added |
| Cornerstone Advisors, LLC | 23,140 | $410.7K | 0.02% | −85,665−78.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,090 | $463.1K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,737 | $492.0K | 0.00% | +3,035+12.3% | Added |
| Fortem Financial Group, LLC | 38,004 | $674.6K | 0.26% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 40,018 | $710.3K | 0.00% | −1,416−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 41,598 | $738.4K | 0.00% | −425−1.0% | Reduced |
| Tyche Wealth Partners LLC | 43,173 | $766.3K | 0.16% | −1,508−3.4% | Reduced |
| Private Advisor Group, LLC | 43,296 | $768.5K | 0.00% | −4,487−9.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 47,082 | $835.7K | 0.23% | −40−0.1% | Reduced |
| Davenport & Co LLC | 57,310 | $1.02M | 0.01% | −1,210−2.1% | Reduced |
| Advisors Asset Management, Inc. | 62,485 | $1.11M | 0.02% | −1,216−1.9% | Reduced |
| Royal Bank of Canada | 66,178 | $1.18M | 0.00% | −563−0.8% | Reduced |
| Bank of America Corp | 67,101 | $1.19M | 0.00% | +347+0.5% | Added |
| LPL Financial LLC | 136,117 | $2.42M | 0.00% | +14,654+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 141,254 | $2.51M | 0.01% | +5,231+3.8% | Added |
| 1607 Capital Partners, LLC | 208,686 | $3.70M | 0.30% | −65,196−23.8% | Reduced |
| Morgan Stanley | 217,818 | $3.87M | 0.00% | +12,659+6.2% | Added |
| Atria Wealth Solutions, Inc. | 235,474 | $4.18M | 0.05% | −658−0.3% | Reduced |
| Shaker Financial Services, LLC | 245,444 | $4.36M | 1.67% | +7,711+3.2% | Added |
| Guggenheim Capital LLC | 298,075 | $5.29M | 0.04% | +11,013+3.8% | Added |
| Invesco Ltd. | 300,573 | $5.34M | 0.00% | +53,830+21.8% | Added |
| Raymond James Financial Inc | 334,202 | $5.93M | 0.00% | +334,202 | New |
| UBS Group AG | 446,807 | $7.93M | 0.00% | +13,863+3.2% | Added |
| Wells Fargo & Company | 542,670 | $9.63M | 0.00% | −16,289−2.9% | Reduced |
| 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 |