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.
Q4 2025 vs. Q3 2025
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 53 | 60 | +7 |
| Shares | 3.56M | 3.78M | +213.6K (+6.0%) |
| Value | $62.3M | $68.1M | +$5.77M (+9.3%) |
New holders (16)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 37,967 | $684.9K | 0.00% |
| High Point Wealth Management, LLC | 25,052 | $451.9K | 0.42% |
| Hennion & Walsh Asset Management, Inc. | 14,690 | $265.0K | 0.01% |
| Logan Stone Capital, LLC | 10,924 | $197.1K | 0.05% |
| Wedbush Securities Inc | 10,363 | $187.0K | 0.01% |
| Decision Investments, Inc | 10,270 | $185.3K | 0.20% |
| Moors & Cabot, Inc. | 10,131 | $182.8K | 0.01% |
| Kestra Advisory Services, LLC | 3,890 | $70.2K | 0.00% |
| CIBC Private Wealth Group, LLC | 2,500 | $45.1K | 0.00% |
| Flagship Harbor Advisors, LLC | 971 | $17.5K | 0.00% |
| Wolverine Asset Management LLC | 778 | $14.0K | 0.00% |
| SageView Advisory Group, LLC | 663 | $12.0K | 0.00% |
| Sound Income Strategies, LLC | 581 | $10.5K | 0.00% |
| SRS Capital Advisors, Inc. | 500 | $9.02K | 0.00% |
| JPMorgan Chase & Co | 268 | $4.83K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 200 | $3.61K | 0.00% |
Sold out (9)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Shaker Financial Services, LLC | 85,118 | $1.52M |
| GPS Wealth Strategies Group, LLC | 26,090 | $456.3K |
| Prospera Financial Services Inc | 12,400 | $216.9K |
| Envestnet Asset Management Inc | 10,011 | $175.1K |
| Principal Securities, Inc. | 3,755 | $65.7K |
| FNY Investment Advisers, LLC | 2,000 | $34.0K |
| Rockefeller Capital Management L.P. | 800 | $14.0K |
| Ameritas Advisory Services, LLC | 96 | $1.68K |
| Advisory Services Network, LLC | 40 | $700 |