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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.

13F holders, Q1 2025

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Mar 31, 2025. 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
51
+2 vs. Q4 2024
Shares held
3.49M
−365.2K (−9.5%) vs. Q4 2024
Total value
$59.0M
−$9.45M (−13.8%) vs. Q4 2024
New holders
6
11 more added
Sold out
4
15 more reduced

Compare with Q4 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.

Institutional holdersQ1 2025: 51 institutions
Q1 2021: 51 institutionsQ2 2021: 46 institutionsQ3 2021: 44 institutionsQ4 2021: 44 institutionsQ1 2022: 51 institutionsQ2 2022: 50 institutionsQ3 2022: 45 institutionsQ4 2022: 47 institutionsQ1 2023: 47 institutionsQ2 2023: 48 institutionsQ3 2023: 51 institutionsQ4 2023: 53 institutionsQ1 2024: 52 institutionsQ2 2024: 53 institutionsQ3 2024: 50 institutionsQ4 2024: 49 institutionsQ1 2025: 51 institutionsQ2 2025: 49 institutionsQ3 2025: 53 institutionsQ4 2025: 60 institutionsQ1 2026: 228 institutionsQ2 2026: 232 institutions
Value heldQ1 2025: $59.0M
Q1 2021: $51.4MQ2 2021: $53.7MQ3 2021: $54.4MQ4 2021: $61.5MQ1 2022: $60.5MQ2 2022: $55.5MQ3 2022: $56.1MQ4 2022: $59.3MQ1 2023: $53.1MQ2 2023: $62.9MQ3 2023: $60.0MQ4 2023: $62.7MQ1 2024: $63.5MQ2 2024: $66.9MQ3 2024: $67.3MQ4 2024: $68.5MQ1 2025: $59.0MQ2 2025: $59.1MQ3 2025: $62.3MQ4 2025: $68.1MQ1 2026: $693.2MQ2 2026: $812.7M
Institutions holding SPXX and their total value by quarter
QuarterHoldersValue
Q2 2026232$812.7M
Q1 2026228$693.2M
Q4 202560$68.1M
Q3 202553$62.3M
Q2 202549$59.1M
Q1 202551$59.0M
Q4 202449$68.5M
Q3 202450$67.3M
Q2 202453$66.9M
Q1 202452$63.5M
Q4 202353$62.7M
Q3 202351$60.0M
Q2 202348$62.9M
Q1 202347$53.1M
Q4 202247$59.3M
Q3 202245$56.1M
Q2 202250$55.5M
Q1 202251$60.5M
Q4 202144$61.5M
Q3 202144$54.4M
Q2 202146$53.7M
Q1 202151$51.4M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q4 2024.

Institutions holding SPXX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company565,633$9.56M0.00%+22,963+4.2%Added
UBS Group AG409,651$6.92M0.00%−37,156−8.3%Reduced
Raymond James Financial Inc351,169$5.93M0.00%+16,967+5.1%Added
Invesco Ltd.274,829$4.64M0.00%−25,744−8.6%Reduced
Atria Wealth Solutions, Inc.233,072$3.94M0.05%−2,402−1.0%Reduced
Guggenheim Capital LLC224,574$3.80M0.04%−73,501−24.7%Reduced
Morgan Stanley212,035$3.58M0.00%−5,783−2.7%Reduced
LPL Financial LLC157,845$2.67M0.00%+21,728+16.0%Added
Cambridge Investment Research Advisors, Inc.131,255$2.22M0.01%−9,999−7.1%Reduced
Integrated Wealth Concepts LLC85,034$1.44M0.02%+85,034New
1607 Capital Partners, LLC78,436$1.33M0.11%−130,250−62.4%Reduced
Royal Bank of Canada68,088$1.15M0.00%+1,910+2.9%Added
Bank of America Corp65,405$1.11M0.00%−1,696−2.5%Reduced
Advisors Asset Management, Inc.62,377$1.05M0.02%−108−0.2%Reduced
Davenport & Co LLC57,247$967.5K0.01%−63−0.1%Reduced
Fortem Financial Group, LLC54,533$921.6K0.36%+16,529+43.5%Added
Advisor Group Holdings, Inc.51,415$868.9K0.00%+9,817+23.6%Added
Shulman DeMeo Asset Management LLC46,859$791.9K0.22%−223−0.5%Reduced
Tyche Wealth Partners LLC43,173$729.6K0.16%00.0%Unchanged
Ameriprise Financial Inc41,407$699.8K0.00%+1,389+3.5%Added
Private Advisor Group, LLC38,391$648.8K0.00%−4,905−11.3%Reduced
GPS Wealth Strategies Group, LLC26,090$440.9K0.06%00.0%Unchanged
Commonwealth Equity Services, LLC25,005$423.0K0.00%−2,732−9.8%Reduced
Cetera Investment Advisers20,933$353.8K0.00%+296+1.4%Added
IFP Advisors, Inc20,930$353.7K0.01%+19,930+1,993.0%Added
Truist Financial Corp17,985$303.9K0.00%+81+0.5%Added
Sheaff Brock Investment Advisors, LLC17,859$301.8K0.03%+125+0.7%Added
Diversify Advisory Services, LLC16,469$271.9K0.02%00.0%Unchanged
Prospera Financial Services Inc14,400$243.4K0.01%00.0%Unchanged
Kingswood Wealth Advisors, LLC13,625$230.3K0.02%+13,625New
Aviance Capital Partners, LLC12,411$209.8K0.03%00.0%Unchanged
Bank of Montreal12,400$209.6K0.00%00.0%Unchanged
Aptus Capital Advisors, LLC10,585$178.9K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,861$99.1K0.00%−123−2.1%Reduced
Steward Partners Investment Advisory, LLC5,475$92.5K0.00%00.0%Unchanged
Private Trust Co NA3,240$54.8K0.01%+3,240New
GWM Advisors LLC2,643$44.7K0.00%00.0%Unchanged
South Plains Financial, Inc.2,500$42.2K0.03%00.0%Unchanged
North Star Investment Management Corp.2,000$33.8K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$33.0K0.02%+2,000New
JPMorgan Chase & Co1,778$30.0K0.00%00.0%Unchanged
Larson Financial Group LLC1,400$23.7K0.00%−400−22.2%Reduced
Allworth Financial LP1,342$21.8K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,000$16.9K0.00%00.0%Unchanged
Comerica Bank1,000$16.9K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC757$12.8K0.01%+757New
St Germain D J Co Inc375$6.34K0.00%00.0%Unchanged
West Branch Capital LLC250$4.22K0.00%+250New
Kentucky Trust Co240$4.06K0.00%00.0%Unchanged
Geneos Wealth Management Inc.172$2.91K0.00%00.0%Unchanged
Park Square Financial Group, LLC159$2.69K0.00%00.0%Unchanged
Shaker Financial Services, LLC0$00.00%−245,444−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−23,140−100.0%Sold out
Independent Advisor Alliance0$00.00%−17,750−100.0%Sold out
Transce3nd, LLC0$00.00%−382−100.0%Sold out