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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, Q1 2026

Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Mar 31, 2026. 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
228
+170 vs. Q4 2025
Shares held
43.1M
+39.4M (+1,043.1%) vs. Q4 2025
Total value
$693.2M
+$625.2M (+918.7%) vs. Q4 2025
New holders
174
50 more added
Sold out
4
1 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 228 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 heldQ1 2026: $693.2M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q4 2025.

Institutions holding SPXX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC677$11.0K0.00%+96+16.5%Added
Rothschild Investment LLC581$9.34K0.00%+581New
Costello Asset Management, INC551$8.86K0.00%+551New
St Germain D J Co Inc532$8.55K0.00%+157+41.9%Added
Imprint Wealth LLC528$8.48K0.04%+528New
Key Financial Inc468$7.52K0.00%+468New
AdvisorNet Financial, Inc434$6.97K0.00%+434New
Kayne Anderson Rudnick Investment Management LLC390$6.17K0.00%+390New
McIlrath & Eck, LLC328$5.27K0.00%+328New
GoalVest Advisory LLC301$4.84K0.00%+301New
Glass Jacobson Investment Advisors llc215$3.46K0.00%+215New
Colonial Trust Co213$3.43K0.00%+213New
UBS Asset Management Americas Inc212$3.41K0.00%+212New
Fortis Group Advisors, LLC209$3.36K0.00%+209New
Ancora Advisors, LLC200$3.21K0.00%+200New
Lodestone Wealth Management LLC191$3.07K0.00%+191New
MAI Capital Management178$2.86K0.00%+178New
Tower Research Capital LLC (TRC)173$2.78K0.00%+173New
Geneos Wealth Management Inc.172$2.76K0.00%00.0%Unchanged
Highline Wealth Partners LLC150$2.41K0.00%+150New
VSM Wealth Advisory, LLC145$2.33K0.00%+145New
Abound Wealth Management126$2.02K0.00%+126New
Pinnacle Bancorp, Inc.96$1.54K0.00%+96New
SHP Wealth Management93$1.49K0.00%+93New
Evolution Wealth Management Inc.92$1.47K0.00%+92New
N.E.W. Advisory Services LLC70$1.13K0.00%+70New
JPMorgan Chase & Co17$2690.00%−251−93.7%Reduced
Central Trust Co1,780$00.00%+1,780New
Diversify Advisory Services, LLC0$00.00%−15,219−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−971−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−663−100.0%Sold out
Kentucky Trust Co0$00.00%−240−100.0%Sold out
CIBC Private Wealth Group, LLC––––Not filed
Comerica Bank––––Not filed