Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Sep 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
53
+4 vs. Q2 2025
Shares held
3.56M
+228.8K (+6.9%) vs. Q2 2025
Total value
$62.3M
+$3.20M (+5.4%) vs. Q2 2025
New holders
6
17 more added
Sold out
2
17 more reduced

Compare with Q2 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.

Institutional holdersQ3 2025: 53 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 heldQ3 2025: $62.3M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q2 2025.

Institutions holding SPXX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Services Network, LLC40$7000.00%+40New
Ameritas Advisory Services, LLC96$1.68K0.00%00.0%Unchanged
Geneos Wealth Management Inc.172$3.01K0.00%00.0%Unchanged
Kentucky Trust Co240$4.20K0.00%00.0%Unchanged
Farther Finance Advisors, LLC318$5.56K0.00%00.0%Unchanged
St Germain D J Co Inc375$6.56K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC522$9.14K0.00%−250−32.4%Reduced
Rockefeller Capital Management L.P.800$14.0K0.00%+800New
The PNC Financial Services Group, Inc.1,000$17.5K0.00%00.0%Unchanged
Comerica Bank1,000$17.5K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,725$30.2K0.00%−3,500−67.0%Reduced
FNY Investment Advisers, LLC2,000$34.0K0.01%00.0%Unchanged
North Star Investment Management Corp.2,000$35.0K0.00%00.0%Unchanged
GWM Advisors LLC2,643$46.2K0.00%00.0%Unchanged
Principal Securities, Inc.3,755$65.7K0.00%+555+17.3%Added
Northwestern Mutual Wealth Management Co5,805$101.5K0.00%−30−0.5%Reduced
Envestnet Asset Management Inc10,011$175.1K0.00%+10,011New
Aptus Capital Advisors, LLC10,585$185.1K0.00%00.0%Unchanged
Janney Montgomery Scott LLC10,794$189.0K0.00%+10,794New
Prospera Financial Services Inc12,400$216.9K0.00%−2,000−13.9%Reduced
Aviance Capital Partners, LLC12,592$220.2K0.03%+88+0.7%Added
Kingswood Wealth Advisors, LLC13,625$238.3K0.01%00.0%Unchanged
1607 Capital Partners, LLC14,331$250.6K0.02%−20,199−58.5%Reduced
Bank of Montreal14,400$251.9K0.00%+2,000+16.1%Added
Western Wealth Management, LLC14,402$251.9K0.01%+34+0.2%Added
Diversify Advisory Services, LLC15,219$269.1K0.01%−1,250−7.6%Reduced
Two Sigma Investments, LP15,997$279.8K0.00%+15,997New
Truist Financial Corp18,297$320.0K0.00%−749−3.9%Reduced
Allworth Financial LP19,287$337.3K0.00%+82+0.4%Added
Cetera Investment Advisers21,485$375.8K0.00%+1,287+6.4%Added
Commonwealth Equity Services, LLC24,585$430.0K0.00%−510−2.0%Reduced
GPS Wealth Strategies Group, LLC26,090$456.3K0.05%00.0%Unchanged
IFP Advisors, Inc29,600$517.7K0.01%−140−0.5%Reduced
Private Advisor Group, LLC38,236$668.8K0.00%−1,040−2.6%Reduced
Ameriprise Financial Inc38,396$671.5K0.00%−428−1.1%Reduced
Tyche Wealth Partners LLC44,787$783.3K0.14%+106+0.2%Added
PMG Family Office LLC44,637$795.7K0.89%+44,637New
Shulman DeMeo Asset Management LLC46,733$817.4K0.19%−51−0.1%Reduced
Davenport & Co LLC53,386$933.7K0.01%−111−0.2%Reduced
Advisors Asset Management, Inc.61,898$1.08M0.02%−95−0.2%Reduced
Fortem Financial Group, LLC62,687$1.10M0.31%+4,268+7.3%Added
Royal Bank of Canada66,479$1.16M0.00%−679−1.0%Reduced
Bank of America Corp76,791$1.34M0.00%−3,344−4.2%Reduced
Shaker Financial Services, LLC85,118$1.52M0.52%+14,043+19.8%Added
Guggenheim Capital LLC113,701$1.99M0.01%−60,585−34.8%Reduced
Advisor Group Holdings, Inc.120,917$2.11M0.00%+14,788+13.9%Added
Cambridge Investment Research Advisors, Inc.125,788$2.20M0.01%+1,027+0.8%Added
Morgan Stanley222,688$3.89M0.00%+8,879+4.2%Added
Invesco Ltd.309,248$5.41M0.00%+9,162+3.1%Added
LPL Financial LLC311,705$5.45M0.00%+61,119+24.4%Added
Raymond James Financial Inc345,809$6.05M0.00%+1,564+0.5%Added
UBS Group AG405,266$7.09M0.00%+9,708+2.5%Added
Wells Fargo & Company681,700$11.9M0.00%+123,675+22.2%Added
Bank of New York Mellon Corp0$00.00%−10,772−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−159−100.0%Sold out