Nuveen S&P 500 Dynamic Overwrite Fund
SPXX- 交易所
- NYSE
- SEC CIK
- 0001338561
近 90 天，Nuveen S&P 500 Dynamic Overwrite Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 232 家機構在 13F 申報持有，市值合計 $8.13 億；沒有大師持有。
2025 年第 4 季 13F 持有人
Nuveen S&P 500 Dynamic Overwrite Fund 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 60
- 較 2025 年第 3 季 +7 家
- 持有股數
- 377.6 萬
- 較 2025 年第 3 季 +21.4 萬 (+6.0%)
- 總市值
- $6,812 萬
- 較 2025 年第 3 季 +$576.7 萬 (+9.3%)
- 新進機構
- 16
- 另有 20 家加碼
- 清倉機構
- 9
- 另有 11 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPXX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 232 | $8.13 億 |
| 2026 年第 1 季 | 228 | $6.93 億 |
| 2025 年第 4 季 | 60 | $6,812 萬 |
| 2025 年第 3 季 | 53 | $6,235 萬 |
| 2025 年第 2 季 | 49 | $5,915 萬 |
| 2025 年第 1 季 | 51 | $5,903 萬 |
| 2024 年第 4 季 | 49 | $6,848 萬 |
| 2024 年第 3 季 | 50 | $6,734 萬 |
| 2024 年第 2 季 | 53 | $6,688 萬 |
| 2024 年第 1 季 | 52 | $6,354 萬 |
| 2023 年第 4 季 | 53 | $6,274 萬 |
| 2023 年第 3 季 | 51 | $6,001 萬 |
| 2023 年第 2 季 | 48 | $6,293 萬 |
| 2023 年第 1 季 | 47 | $5,309 萬 |
| 2022 年第 4 季 | 47 | $5,935 萬 |
| 2022 年第 3 季 | 45 | $5,614 萬 |
| 2022 年第 2 季 | 50 | $5,551 萬 |
| 2022 年第 1 季 | 51 | $6,046 萬 |
| 2021 年第 4 季 | 44 | $6,146 萬 |
| 2021 年第 3 季 | 44 | $5,436 萬 |
| 2021 年第 2 季 | 46 | $5,367 萬 |
| 2021 年第 1 季 | 51 | $5,142 萬 |
2025 年第 4 季持有機構
每家機構持有 Nuveen S&P 500 Dynamic Overwrite Fund 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 700,770 | $1,264 萬 | 0.00% | +19,070+2.8% | 加碼 |
| UBS Group AG | 389,300 | $702.3 萬 | 0.00% | −15,966−3.9% | 減碼 |
| LPL Financial LLC | 356,669 | $643.4 萬 | 0.00% | +44,964+14.4% | 加碼 |
| Invesco Ltd. | 348,156 | $628.1 萬 | 0.00% | +38,908+12.6% | 加碼 |
| Raymond James Financial Inc | 347,146 | $626.3 萬 | 0.00% | +1,337+0.4% | 加碼 |
| Morgan Stanley | 230,724 | $416.2 萬 | 0.00% | +8,036+3.6% | 加碼 |
| Guggenheim Capital LLC | 185,128 | $334.0 萬 | 0.02% | +71,427+62.8% | 加碼 |
| Advisor Group Holdings, Inc. | 150,499 | $271.5 萬 | 0.00% | +29,582+24.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 112,979 | $203.8 萬 | 0.01% | −12,809−10.2% | 減碼 |
| Bank of America Corp | 74,630 | $134.6 萬 | 0.00% | −2,161−2.8% | 減碼 |
| Royal Bank of Canada | 74,224 | $133.9 萬 | 0.00% | +7,745+11.7% | 加碼 |
| Fortem Financial Group, LLC | 71,181 | $128.4 萬 | 0.34% | +8,494+13.5% | 加碼 |
| Advisors Asset Management, Inc. | 55,218 | $99.6 萬 | 0.02% | −6,680−10.8% | 減碼 |
| Davenport & Co LLC | 53,386 | $96.3 萬 | 0.01% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 46,128 | $83.2 萬 | 0.19% | −605−1.3% | 減碼 |
| Tyche Wealth Partners LLC | 45,004 | $81.2 萬 | 0.13% | +217+0.5% | 加碼 |
| PMG Family Office LLC | 44,877 | $81.0 萬 | 0.94% | +240+0.5% | 加碼 |
| Ameriprise Financial Inc | 40,352 | $72.8 萬 | 0.00% | +1,956+5.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 37,967 | $68.5 萬 | 0.00% | +37,967 | 新進 |
| Western Wealth Management, LLC | 34,213 | $61.7 萬 | 0.03% | +19,811+137.6% | 加碼 |
| Private Advisor Group, LLC | 31,356 | $56.6 萬 | 0.00% | −6,880−18.0% | 減碼 |
| IFP Advisors, Inc | 28,940 | $52.2 萬 | 0.01% | −660−2.2% | 減碼 |
| Two Sigma Investments, LP | 27,716 | $50.0 萬 | 0.00% | +11,719+73.3% | 加碼 |
| Cetera Investment Advisers | 27,427 | $49.5 萬 | 0.00% | +5,942+27.7% | 加碼 |
| High Point Wealth Management, LLC | 25,052 | $45.2 萬 | 0.42% | +25,052 | 新進 |
| Commonwealth Equity Services, LLC | 24,490 | $44.2 萬 | 0.00% | −95−0.4% | 減碼 |
| Allworth Financial LP | 19,290 | $34.8 萬 | 0.00% | +30.0% | 加碼 |
| Truist Financial Corp | 18,459 | $33.3 萬 | 0.00% | +162+0.9% | 加碼 |
| Diversify Advisory Services, LLC | 15,219 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 14,690 | $26.5 萬 | 0.01% | +14,690 | 新進 |
| 1607 Capital Partners, LLC | 14,331 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 13,625 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Bank of Montreal | 13,496 | $24.3 萬 | 0.00% | −904−6.3% | 減碼 |
| Aviance Capital Partners, LLC | 12,774 | $23.0 萬 | 0.03% | +182+1.4% | 加碼 |
| Logan Stone Capital, LLC | 10,924 | $19.7 萬 | 0.05% | +10,924 | 新進 |
| Janney Montgomery Scott LLC | 10,733 | $19.4 萬 | 0.00% | −61−0.6% | 減碼 |
| Aptus Capital Advisors, LLC | 10,585 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 10,363 | $18.7 萬 | 0.01% | +10,363 | 新進 |
| Decision Investments, Inc | 10,270 | $18.5 萬 | 0.20% | +10,270 | 新進 |
| Moors & Cabot, Inc. | 10,131 | $18.3 萬 | 0.01% | +10,131 | 新進 |
| Northwestern Mutual Wealth Management Co | 5,753 | $10.4 萬 | 0.00% | −52−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 3,890 | $7.02 萬 | 0.00% | +3,890 | 新進 |
| GWM Advisors LLC | 2,643 | $4.77 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,500 | $4.51 萬 | 0.00% | +2,500 | 新進 |
| North Star Investment Management Corp. | 2,000 | $3.61 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,725 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,568 | $2.83 萬 | 0.00% | +1,250+393.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 971 | $1.75 萬 | 0.00% | +971 | 新進 |
| Wolverine Asset Management LLC | 778 | $1.40 萬 | 0.00% | +778 | 新進 |
| SageView Advisory Group, LLC | 663 | $1.20 萬 | 0.00% | +663 | 新進 |
| Sound Income Strategies, LLC | 581 | $1.05 萬 | 0.00% | +581 | 新進 |
| Smallwood Wealth Investment Management, LLC | 542 | $9,794 | 0.01% | +20+3.8% | 加碼 |
| SRS Capital Advisors, Inc. | 500 | $9,020 | 0.00% | +500 | 新進 |
| St Germain D J Co Inc | 375 | $6,765 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 268 | $4,835 | 0.00% | +268 | 新進 |
| Kentucky Trust Co | 240 | $4,330 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 200 | $3,608 | 0.00% | +200 | 新進 |
| Geneos Wealth Management Inc. | 172 | $3,103 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −85,118−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −26,090−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,011−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,755−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |