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.
Q1 2025 vs. Q4 2024
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 49 | 51 | +2 |
| Shares | 3.86M | 3.49M | −365.2K (−9.5%) |
| Value | $68.5M | $59.0M | −$9.45M (−13.8%) |
New holders (6)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 85,034 | $1.44M | 0.02% |
| Kingswood Wealth Advisors, LLC | 13,625 | $230.3K | 0.02% |
| Private Trust Co NA | 3,240 | $54.8K | 0.01% |
| FNY Investment Advisers, LLC | 2,000 | $33.0K | 0.02% |
| Smallwood Wealth Investment Management, LLC | 757 | $12.8K | 0.01% |
| West Branch Capital LLC | 250 | $4.22K | 0.00% |
Sold out (4)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Shaker Financial Services, LLC | 245,444 | $4.36M |
| Cornerstone Advisors, LLC | 23,140 | $410.7K |
| Independent Advisor Alliance | 17,750 | $315.1K |
| Transce3nd, LLC | 382 | $6.78K |