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, Q2 2025
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Jun 30, 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
- 49
- −1 vs. Q1 2025
- Shares held
- 3.33M
- −142.1K (−4.1%) vs. Q1 2025
- Total value
- $59.1M
- +$422.0K (+0.7%) vs. Q1 2025
- New holders
- 6
- 14 more added
- Sold out
- 7
- 14 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 558,025 | $9.90M | 0.00% | −7,608−1.3% | Reduced |
| UBS Group AG | 395,558 | $7.02M | 0.00% | −14,093−3.4% | Reduced |
| Raymond James Financial Inc | 344,245 | $6.11M | 0.00% | −6,924−2.0% | Reduced |
| Invesco Ltd. | 300,086 | $5.32M | 0.00% | +25,257+9.2% | Added |
| LPL Financial LLC | 250,586 | $4.45M | 0.00% | +92,741+58.8% | Added |
| Morgan Stanley | 213,809 | $3.79M | 0.00% | +1,774+0.8% | Added |
| Guggenheim Capital LLC | 174,286 | $3.09M | 0.03% | −50,288−22.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 124,761 | $2.21M | 0.01% | −6,494−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 106,129 | $1.88M | 0.00% | +54,714+106.4% | Added |
| Bank of America Corp | 80,135 | $1.42M | 0.00% | +14,730+22.5% | Added |
| Shaker Financial Services, LLC | 71,075 | $1.27M | 0.46% | +71,075 | New |
| Royal Bank of Canada | 67,158 | $1.19M | 0.00% | −930−1.4% | Reduced |
| Advisors Asset Management, Inc. | 61,993 | $1.10M | 0.02% | −384−0.6% | Reduced |
| Fortem Financial Group, LLC | 58,419 | $1.04M | 0.33% | +3,886+7.1% | Added |
| Davenport & Co LLC | 53,497 | $949.0K | 0.01% | −3,750−6.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 46,784 | $829.9K | 0.21% | −75−0.2% | Reduced |
| Tyche Wealth Partners LLC | 44,681 | $792.6K | 0.16% | +1,508+3.5% | Added |
| Private Advisor Group, LLC | 39,276 | $696.8K | 0.00% | +885+2.3% | Added |
| Ameriprise Financial Inc | 38,824 | $688.7K | 0.00% | −2,583−6.2% | Reduced |
| 1607 Capital Partners, LLC | 34,530 | $612.6K | 0.05% | −43,906−56.0% | Reduced |
| IFP Advisors, Inc | 29,740 | $527.6K | 0.02% | +8,810+42.1% | Added |
| GPS Wealth Strategies Group, LLC | 26,090 | $462.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,095 | $445.0K | 0.00% | +90+0.4% | Added |
| Cetera Investment Advisers | 20,198 | $358.3K | 0.00% | −735−3.5% | Reduced |
| Allworth Financial LP | 19,205 | $340.7K | 0.00% | +17,863+1,331.1% | Added |
| Truist Financial Corp | 19,046 | $337.9K | 0.00% | +1,061+5.9% | Added |
| Diversify Advisory Services, LLC | 16,469 | $297.9K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,400 | $255.5K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,368 | $254.9K | 0.02% | +14,368 | New |
| Kingswood Wealth Advisors, LLC | 13,625 | $241.7K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,504 | $221.8K | 0.03% | +93+0.7% | Added |
| Bank of Montreal | 12,400 | $220.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,772 | $191.1K | 0.00% | +10,772 | New |
| Aptus Capital Advisors, LLC | 10,585 | $187.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,835 | $103.5K | 0.00% | −26−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,225 | $92.7K | 0.00% | −250−4.6% | Reduced |
| Principal Securities, Inc. | 3,200 | $56.8K | 0.00% | +3,200 | New |
| GWM Advisors LLC | 2,643 | $46.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 772 | $13.7K | 0.01% | +15+2.0% | Added |
| St Germain D J Co Inc | 375 | $6.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 318 | $5.64K | 0.00% | +318 | New |
| Kentucky Trust Co | 240 | $4.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $3.05K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 159 | $2.82K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 96 | $1.70K | 0.00% | +96 | New |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −233,072−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −85,034−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |