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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 96 | $1.70K | 0.00% | +96 | New |
| Park Square Financial Group, LLC | 159 | $2.82K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 240 | $4.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 318 | $5.64K | 0.00% | +318 | New |
| St Germain D J Co Inc | 375 | $6.65K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 772 | $13.7K | 0.01% | +15+2.0% | Added |
| 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 |
| FNY Investment Advisers, LLC | 2,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,643 | $46.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,200 | $56.8K | 0.00% | +3,200 | New |
| Steward Partners Investment Advisory, LLC | 5,225 | $92.7K | 0.00% | −250−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,835 | $103.5K | 0.00% | −26−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 10,585 | $187.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,772 | $191.1K | 0.00% | +10,772 | New |
| Bank of Montreal | 12,400 | $220.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,504 | $221.8K | 0.03% | +93+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 13,625 | $241.7K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,368 | $254.9K | 0.02% | +14,368 | New |
| Prospera Financial Services Inc | 14,400 | $255.5K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 16,469 | $297.9K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 19,046 | $337.9K | 0.00% | +1,061+5.9% | Added |
| Allworth Financial LP | 19,205 | $340.7K | 0.00% | +17,863+1,331.1% | Added |
| Cetera Investment Advisers | 20,198 | $358.3K | 0.00% | −735−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 25,095 | $445.0K | 0.00% | +90+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 26,090 | $462.8K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 29,740 | $527.6K | 0.02% | +8,810+42.1% | Added |
| 1607 Capital Partners, LLC | 34,530 | $612.6K | 0.05% | −43,906−56.0% | Reduced |
| Ameriprise Financial Inc | 38,824 | $688.7K | 0.00% | −2,583−6.2% | Reduced |
| Private Advisor Group, LLC | 39,276 | $696.8K | 0.00% | +885+2.3% | Added |
| Tyche Wealth Partners LLC | 44,681 | $792.6K | 0.16% | +1,508+3.5% | Added |
| Shulman DeMeo Asset Management LLC | 46,784 | $829.9K | 0.21% | −75−0.2% | Reduced |
| Davenport & Co LLC | 53,497 | $949.0K | 0.01% | −3,750−6.6% | Reduced |
| Fortem Financial Group, LLC | 58,419 | $1.04M | 0.33% | +3,886+7.1% | Added |
| Advisors Asset Management, Inc. | 61,993 | $1.10M | 0.02% | −384−0.6% | Reduced |
| Royal Bank of Canada | 67,158 | $1.19M | 0.00% | −930−1.4% | Reduced |
| Shaker Financial Services, LLC | 71,075 | $1.27M | 0.46% | +71,075 | New |
| Bank of America Corp | 80,135 | $1.42M | 0.00% | +14,730+22.5% | Added |
| Advisor Group Holdings, Inc. | 106,129 | $1.88M | 0.00% | +54,714+106.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 124,761 | $2.21M | 0.01% | −6,494−4.9% | Reduced |
| Guggenheim Capital LLC | 174,286 | $3.09M | 0.03% | −50,288−22.4% | Reduced |
| Morgan Stanley | 213,809 | $3.79M | 0.00% | +1,774+0.8% | Added |
| LPL Financial LLC | 250,586 | $4.45M | 0.00% | +92,741+58.8% | Added |
| Invesco Ltd. | 300,086 | $5.32M | 0.00% | +25,257+9.2% | Added |
| Raymond James Financial Inc | 344,245 | $6.11M | 0.00% | −6,924−2.0% | Reduced |
| UBS Group AG | 395,558 | $7.02M | 0.00% | −14,093−3.4% | Reduced |
| Wells Fargo & Company | 558,025 | $9.90M | 0.00% | −7,608−1.3% | Reduced |
| 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 |