Nuveen S&P 500 Dynamic Overwrite Fund

SPXX

Exchange: NYSE
SEC CIK: 0001338561

SEC filings (opens in a new tab)

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 2026 vs. Q1 2026

How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of SPXX: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	228	4	232	+8
Shares	43.1M	60.5K	43.6M	+526.3K (+1.2%)
Value	$693.2M	$973.0K	$812.7M	+$120.5M (+17.4%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to SPXX in Q2 2026
Institution	Shares	Value	% of portfolio
Landscape Capital Management, L.L.C.	139,466	$2.60M	0.17%
Puff Wealth Management, LLC	51,264	$955.6K	0.97%
IMC-Chicago, LLC	50,253	$936.7K	0.01%
Diversify Advisory Services, LLC	37,084	$687.2K	0.01%
Turner Financial Group, Inc.	32,791	$611.2K	0.61%
National Asset Management, Inc.	30,011	$546.5K	0.03%
We Are One Seven, LLC	27,942	$520.8K	0.01%
Formidable Asset Management, LLC	31,796	$511.0K	0.08%
HRT Financial LP	24,278	$452.0K	0.00%
Virtu Financial LLC	16,289	$304.0K	0.01%
Wealth Preservation Advisors, LLC	13,693	$255.2K	0.15%
Allied Private Wealth LLC	13,717	$254.5K	0.16%
Global Retirement Partners, LLC	12,046	$224.5K	0.00%
Beacon Pointe Advisors, LLC	11,112	$207.1K	0.00%
Transcend Wealth Collective, LLC	11,033	$205.7K	0.01%
Private Trust Co NA	4,527	$84.4K	0.01%
IFG Advisory, LLC	2,594	$48.4K	0.00%
Buck Wealth Strategies, LLC	2,099	$39.1K	0.00%
LifeSteps Financial, Inc.	2,026	$37.8K	0.02%
Jones Financial Companies LLLP	1,931	$34.5K	0.00%
CoreFirst Bank & Trust	780	$14.5K	0.01%
MB, Levis & Associates, LLC	503	$9.38K	0.00%
Compass Financial Management LLC	419	$7.94K	0.00%
Continuum Advisory, LLC	293	$5.46K	0.00%
Ameliora Wealth Management Ltd.	167	$3.11K	0.00%
JFS Wealth Advisors, LLC	100	$1.91K	0.00%
Strategic Investment Solutions, Inc.	24	$447	0.00%

Sold out (19)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SPXX in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Independent Advisor Alliance	247,485	$3.98M
Thomas J. Herzfeld Advisors, Inc.	149,092	$2.40M
Rivernorth Capital Management, LLC	99,335	$1.60M
Susquehanna International Group, LLP	50,384	$809.7K
Jane Street Group, LLC	18,779	$301.8K
Bay Capital Advisors, LLC	14,929	$239.9K
Ronald Blue Trust, Inc.	14,058	$225.9K
CI Private Wealth, LLC	12,493	$203.8K
Encompass Wealth Advisors, LLC	11,929	$191.7K
TrueMark Investments, LLC	11,381	$182.9K
Independent Financial Group, LLC	10,116	$162.6K
Advisory Services Network, LLC	3,878	$62.3K
TD Private Client Wealth LLC	3,151	$50.6K
Annis Gardner Whiting Capital Advisors, LLC	2,518	$40.5K
Kilter Group LLC	1,634	$26.3K
Sound Income Strategies, LLC	677	$11.0K
Key Financial Inc	468	$7.52K
MAI Capital Management	178	$2.86K
Abound Wealth Management	126	$2.02K

Not filed for Q2 2026 yet (4)

Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPXX in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Leo Wealth, LLC	49,854	$801.2K
CWM, LLC	8,588	$138.0K
Sunbelt Securities, Inc.	1,780	$28.6K
McIlrath & Eck, LLC	328	$5.27K