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。
2026 年第 1 季 13F 持有人
Nuveen S&P 500 Dynamic Overwrite Fund 在 2026/3/31 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
- 228
- 較 2025 年第 4 季 +170 家
- 持有股數
- 4,312 萬
- 較 2025 年第 4 季 +3,935 萬 (+1,043.1%)
- 總市值
- $6.93 億
- 較 2025 年第 4 季 +$6.25 億 (+918.7%)
- 新進機構
- 174
- 另有 50 家加碼
- 清倉機構
- 4
- 另有 1 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 12,227,809 | $1.97 億 | 0.01% | +11,997,085+5,199.8% | 加碼 |
| Wells Fargo & Company | 2,626,954 | $4,222 萬 | 0.01% | +1,926,184+274.9% | 加碼 |
| LPL Financial LLC | 1,974,296 | $3,173 萬 | 0.01% | +1,617,627+453.5% | 加碼 |
| Invesco Ltd. | 1,946,994 | $3,129 萬 | 0.00% | +1,598,838+459.2% | 加碼 |
| UBS Group AG | 1,884,150 | $3,028 萬 | 0.01% | +1,494,850+384.0% | 加碼 |
| Raymond James Financial Inc | 1,836,213 | $2,951 萬 | 0.01% | +1,489,067+428.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,621,647 | $2,606 萬 | 0.04% | +1,583,680+4,171.2% | 加碼 |
| Saba Capital Management, L.P. | 1,537,423 | $2,471 萬 | 0.79% | +1,537,423 | 新進 |
| Bank of America Corp | 1,326,539 | $2,132 萬 | 0.00% | +1,251,909+1,677.5% | 加碼 |
| Advisors Asset Management, Inc. | 1,194,048 | $1,919 萬 | 0.32% | +1,138,830+2,062.4% | 加碼 |
| Guggenheim Capital LLC | 1,049,466 | $1,686 萬 | 0.13% | +864,338+466.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 593,941 | $954.5 萬 | 0.02% | +480,962+425.7% | 加碼 |
| HighTower Advisors, LLC | 592,916 | $952.8 萬 | 0.01% | +592,916 | 新進 |
| Advisor Group Holdings, Inc. | 590,763 | $949.4 萬 | 0.01% | +440,264+292.5% | 加碼 |
| Wolverine Asset Management LLC | 549,588 | $883.2 萬 | 0.14% | +548,810+70,541.1% | 加碼 |
| Royal Bank of Canada | 528,707 | $849.7 萬 | 0.00% | +454,483+612.3% | 加碼 |
| Absolute Investment Advisers LLC | 430,433 | $691.7 萬 | 0.81% | +430,433 | 新進 |
| Ameriprise Financial Inc | 430,893 | $691.5 萬 | 0.00% | +390,541+967.8% | 加碼 |
| Shaker Financial Services, LLC | 407,322 | $654.6 萬 | 2.28% | +407,322 | 新進 |
| Twelve Points Wealth Management LLC | 325,501 | $523.1 萬 | 1.15% | +325,501 | 新進 |
| Stifel Financial Corp | 324,292 | $521.1 萬 | 0.00% | +324,292 | 新進 |
| Janney Montgomery Scott LLC | 287,314 | $461.7 萬 | 0.01% | +276,581+2,576.9% | 加碼 |
| Capital Investment Advisors, LLC | 285,535 | $458.9 萬 | 0.07% | +285,535 | 新進 |
| Cetera Investment Advisers | 262,227 | $421.4 萬 | 0.00% | +234,800+856.1% | 加碼 |
| Independent Advisor Alliance | 247,485 | $397.7 萬 | 0.04% | +247,485 | 新進 |
| Envestnet Asset Management Inc | 246,272 | $395.8 萬 | 0.00% | +246,272 | 新進 |
| Commonwealth Equity Services, LLC | 245,116 | $393.9 萬 | 0.01% | +220,626+900.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 210,579 | $338.4 萬 | 0.11% | +195,889+1,333.5% | 加碼 |
| Kestra Advisory Services, LLC | 209,707 | $337.0 萬 | 0.01% | +205,817+5,290.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 208,680 | $335.3 萬 | 0.02% | +208,680 | 新進 |
| MONECO Advisors, LLC | 203,365 | $326.8 萬 | 0.25% | +203,365 | 新進 |
| Quarry LP | 201,584 | $323.9 萬 | 0.65% | +201,584 | 新進 |
| Sage Capital Management, LLC | 197,501 | $317.4 萬 | 1.49% | +197,501 | 新進 |
| Park Avenue Securities LLC | 181,127 | $291.1 萬 | 0.02% | +181,127 | 新進 |
| Shulman DeMeo Asset Management LLC | 157,720 | $253.5 萬 | 0.54% | +111,592+241.9% | 加碼 |
| Altium Capital Management LP | 157,395 | $252.9 萬 | 6.02% | +157,395 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 149,092 | $239.6 萬 | 0.81% | +149,092 | 新進 |
| Two Sigma Investments, LP | 141,506 | $227.4 萬 | 0.00% | +113,790+410.6% | 加碼 |
| Advisory Advocates, LLC | 136,490 | $219.3 萬 | 2.24% | +136,490 | 新進 |
| GWM Advisors LLC | 135,662 | $218.0 萬 | 0.01% | +133,019+5,032.9% | 加碼 |
| Ionic Capital Management LLC | 130,987 | $210.5 萬 | 1.77% | +130,987 | 新進 |
| Fortem Financial Group, LLC | 130,912 | $210.4 萬 | 0.53% | +59,731+83.9% | 加碼 |
| Bulldog Investors, LLP | 125,415 | $201.5 萬 | 0.45% | +125,415 | 新進 |
| 1607 Capital Partners, LLC | 118,391 | $190.3 萬 | 0.14% | +104,060+726.1% | 加碼 |
| Lighthouse Financial Services Inc | 109,192 | $189.6 萬 | 0.43% | +109,192 | 新進 |
| PMG Family Office LLC | 111,427 | $180.6 萬 | 2.02% | +66,550+148.3% | 加碼 |
| Colony Group, LLC | 108,914 | $175.0 萬 | 0.00% | +108,914 | 新進 |
| Rivernorth Capital Management, LLC | 99,335 | $159.6 萬 | 0.08% | +99,335 | 新進 |
| Prospera Financial Services Inc | 98,953 | $159.0 萬 | 0.03% | +98,953 | 新進 |
| TPG Advisors LLC | 98,917 | $159.0 萬 | 0.99% | +98,917 | 新進 |
| Cypress Capital Management LLC (WY) | 94,482 | $151.8 萬 | 1.40% | +94,482 | 新進 |
| Private Advisor Group, LLC | 92,005 | $147.9 萬 | 0.01% | +60,649+193.4% | 加碼 |
| D.A. Davidson & Co. | 91,536 | $147.1 萬 | 0.01% | +91,536 | 新進 |
| Richmond Investment Services, LLC | 89,052 | $143.1 萬 | 0.23% | +89,052 | 新進 |
| Almitas Capital LLC | 88,552 | $142.3 萬 | 0.32% | +88,552 | 新進 |
| MML Investors Services, LLC | 85,582 | $137.5 萬 | 0.00% | +85,582 | 新進 |
| Forteris Wealth Management Inc. | 85,297 | $137.1 萬 | 1.31% | +85,297 | 新進 |
| Blue Bell Private Wealth Management, LLC | 80,204 | $128.9 萬 | 0.19% | +80,004+40,002.0% | 加碼 |
| Integrated Wealth Concepts LLC | 74,952 | $120.4 萬 | 0.01% | +74,952 | 新進 |
| Moors & Cabot, Inc. | 74,395 | $119.6 萬 | 0.05% | +64,264+634.3% | 加碼 |
| Ashton Thomas Securities, LLC | 68,250 | $109.7 萬 | 0.14% | +68,250 | 新進 |
| Islay Capital Management, LLC | 66,611 | $107.0 萬 | 0.54% | +66,611 | 新進 |
| Davenport & Co LLC | 66,309 | $106.6 萬 | 0.01% | +12,923+24.2% | 加碼 |
| Tyche Wealth Partners LLC | 64,783 | $104.1 萬 | 0.16% | +19,779+43.9% | 加碼 |
| Allworth Financial LP | 63,048 | $101.3 萬 | 0.00% | +43,758+226.8% | 加碼 |
| Truist Financial Corp | 60,930 | $97.9 萬 | 0.00% | +42,471+230.1% | 加碼 |
| High Point Wealth Management, LLC | 60,031 | $96.5 萬 | 0.93% | +34,979+139.6% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 57,379 | $92.2 萬 | 0.75% | +57,379 | 新進 |
| GatePass Capital, LLC | 52,563 | $84.5 萬 | 0.41% | +52,563 | 新進 |
| Northwestern Mutual Wealth Management Co | 52,163 | $83.8 萬 | 0.00% | +46,410+806.7% | 加碼 |
| Logan Stone Capital, LLC | 51,308 | $82.5 萬 | 0.23% | +40,384+369.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 51,232 | $82.3 萬 | 0.05% | +51,232 | 新進 |
| Sims Investment Management, LLC | 50,462 | $81.1 萬 | 0.30% | +50,462 | 新進 |
| Susquehanna International Group, LLP | 50,384 | $81.0 萬 | 0.00% | +50,384 | 新進 |
| Leo Wealth, LLC | 49,854 | $80.1 萬 | 0.06% | +49,854 | 新進 |
| Dynamic Advisor Solutions LLC | 49,651 | $79.8 萬 | 0.03% | +49,651 | 新進 |
| Atomi Financial Group, Inc. | 49,590 | $79.7 萬 | 0.02% | +49,590 | 新進 |
| Pathstone Holdings, LLC | 47,702 | $76.7 萬 | 0.00% | +47,702 | 新進 |
| Rockefeller Capital Management L.P. | 46,544 | $74.8 萬 | 0.00% | +46,544 | 新進 |
| Steward Partners Investment Advisory, LLC | 45,572 | $73.2 萬 | 0.00% | +43,847+2,541.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 45,100 | $72.5 萬 | 0.00% | +44,100+4,410.0% | 加碼 |
| Nations Financial Group Inc, | 44,639 | $71.7 萬 | 0.04% | +44,639 | 新進 |
| Baird Financial Group, Inc. | 43,841 | $70.5 萬 | 0.00% | +43,841 | 新進 |
| Alteri Wealth LLC | 42,941 | $69.0 萬 | 0.22% | +42,941 | 新進 |
| International Assets Investment Management, LLC | 42,076 | $68.6 萬 | 0.05% | +42,076 | 新進 |
| Venture Visionary Partners LLC | 41,704 | $67.0 萬 | 0.02% | +41,704 | 新進 |
| Pensionmark Financial Group, LLC | 40,816 | $65.6 萬 | 0.01% | +40,816 | 新進 |
| Western Wealth Management, LLC | 40,499 | $65.1 萬 | 0.03% | +6,286+18.4% | 加碼 |
| RSM US Wealth Management LLC | 40,321 | $64.8 萬 | 0.01% | +40,321 | 新進 |
| Diversify Wealth Management, LLC | 37,084 | $64.5 萬 | 0.01% | +37,084 | 新進 |
| Patten Group, Inc. | 39,918 | $64.1 萬 | 0.11% | +39,918 | 新進 |
| Umb Bank N A | 39,827 | $64.0 萬 | 0.01% | +39,827 | 新進 |
| IFP Advisors, Inc | 38,104 | $61.2 萬 | 0.01% | +9,164+31.7% | 加碼 |
| Farther Finance Advisors, LLC | 36,321 | $59.2 萬 | 0.01% | +34,753+2,216.4% | 加碼 |
| NBC Securities, Inc. | 36,787 | $59.1 萬 | 0.04% | +36,787 | 新進 |
| Wedbush Securities Inc | 36,510 | $58.7 萬 | 0.02% | +26,147+252.3% | 加碼 |
| Investment Partners Asset Management, Inc. | 36,350 | $58.4 萬 | 0.36% | +36,350 | 新進 |
| Spire Wealth Management | 36,051 | $57.9 萬 | 0.02% | +36,051 | 新進 |
| Summit Financial, LLC | 35,965 | $57.9 萬 | 0.01% | +35,965 | 新進 |
| Focused Wealth Management, Inc | 35,071 | $56.4 萬 | 0.06% | +35,071 | 新進 |