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.
Q2 2025 vs. Q1 2025
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 51 | 1 | 49 | −1 |
| Shares | 3.49M | 17.9K | 3.33M | −142.1K (−4.1%) |
| Value | $59.0M | $301.8K | $59.1M | +$422.0K (+0.7%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 71,075 | $1.27M | 0.46% |
| Western Wealth Management, LLC | 14,368 | $254.9K | 0.02% |
| Bank of New York Mellon Corp | 10,772 | $191.1K | 0.00% |
| Principal Securities, Inc. | 3,200 | $56.8K | 0.00% |
| Farther Finance Advisors, LLC | 318 | $5.64K | 0.00% |
| Ameritas Advisory Services, LLC | 96 | $1.70K | 0.00% |
Sold out (7)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 233,072 | $3.94M |
| Integrated Wealth Concepts LLC | 85,034 | $1.44M |
| Private Trust Co NA | 3,240 | $54.8K |
| South Plains Financial, Inc. | 2,500 | $42.2K |
| JPMorgan Chase & Co | 1,778 | $30.0K |
| Larson Financial Group LLC | 1,400 | $23.7K |
| West Branch Capital LLC | 250 | $4.22K |
Not filed for Q2 2025 yet (1)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 17,859 | $301.8K |