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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 季與 2025 年第 4 季比較

持有 Nuveen S&P 500 Dynamic Overwrite Fund 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

SPXX 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數602228+170
股數377.6 萬3,5004,312 萬+3,935 萬 (+1,043.1%)
市值$6,812 萬$6.31 萬$6.93 億+$6.25 億 (+918.7%)

2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(174 家)

2026 年第 1 季季末持有 Nuveen S&P 500 Dynamic Overwrite Fund、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 174 家。

2026 年第 1 季新進 SPXX 的機構
機構股數市值佔組合 %
Saba Capital Management, L.P.1,537,423$2,471 萬0.79%
HighTower Advisors, LLC592,916$952.8 萬0.01%
Absolute Investment Advisers LLC430,433$691.7 萬0.81%
Shaker Financial Services, LLC407,322$654.6 萬2.28%
Twelve Points Wealth Management LLC325,501$523.1 萬1.15%
Stifel Financial Corp324,292$521.1 萬0.00%
Capital Investment Advisors, LLC285,535$458.9 萬0.07%
Independent Advisor Alliance247,485$397.7 萬0.04%
Envestnet Asset Management Inc246,272$395.8 萬0.00%
Wiley Bros.-Aintree Capital, LLC208,680$335.3 萬0.02%
MONECO Advisors, LLC203,365$326.8 萬0.25%
Quarry LP201,584$323.9 萬0.65%
Sage Capital Management, LLC197,501$317.4 萬1.49%
Park Avenue Securities LLC181,127$291.1 萬0.02%
Altium Capital Management LP157,395$252.9 萬6.02%
Thomas J. Herzfeld Advisors, Inc.149,092$239.6 萬0.81%
Advisory Advocates, LLC136,490$219.3 萬2.24%
Ionic Capital Management LLC130,987$210.5 萬1.77%
Bulldog Investors, LLP125,415$201.5 萬0.45%
Lighthouse Financial Services Inc109,192$189.6 萬0.43%
Colony Group, LLC108,914$175.0 萬0.00%
Rivernorth Capital Management, LLC99,335$159.6 萬0.08%
Prospera Financial Services Inc98,953$159.0 萬0.03%
TPG Advisors LLC98,917$159.0 萬0.99%
Cypress Capital Management LLC (WY)94,482$151.8 萬1.40%
D.A. Davidson & Co.91,536$147.1 萬0.01%
Richmond Investment Services, LLC89,052$143.1 萬0.23%
Almitas Capital LLC88,552$142.3 萬0.32%
MML Investors Services, LLC85,582$137.5 萬0.00%
Forteris Wealth Management Inc.85,297$137.1 萬1.31%
Integrated Wealth Concepts LLC74,952$120.4 萬0.01%
Ashton Thomas Securities, LLC68,250$109.7 萬0.14%
Islay Capital Management, LLC66,611$107.0 萬0.54%
Blake Schutter Theil Wealth Advisors, LLC57,379$92.2 萬0.75%
GatePass Capital, LLC52,563$84.5 萬0.41%
Patriot Financial Group Insurance Agency, LLC51,232$82.3 萬0.05%
Sims Investment Management, LLC50,462$81.1 萬0.30%
Susquehanna International Group, LLP50,384$81.0 萬0.00%
Leo Wealth, LLC49,854$80.1 萬0.06%
Dynamic Advisor Solutions LLC49,651$79.8 萬0.03%
Atomi Financial Group, Inc.49,590$79.7 萬0.02%
Pathstone Holdings, LLC47,702$76.7 萬0.00%
Rockefeller Capital Management L.P.46,544$74.8 萬0.00%
Nations Financial Group Inc,44,639$71.7 萬0.04%
Baird Financial Group, Inc.43,841$70.5 萬0.00%
Alteri Wealth LLC42,941$69.0 萬0.22%
International Assets Investment Management, LLC42,076$68.6 萬0.05%
Venture Visionary Partners LLC41,704$67.0 萬0.02%
Pensionmark Financial Group, LLC40,816$65.6 萬0.01%
RSM US Wealth Management LLC40,321$64.8 萬0.01%
Diversify Wealth Management, LLC37,084$64.5 萬0.01%
Patten Group, Inc.39,918$64.1 萬0.11%
Umb Bank N A39,827$64.0 萬0.01%
NBC Securities, Inc.36,787$59.1 萬0.04%
Investment Partners Asset Management, Inc.36,350$58.4 萬0.36%
Spire Wealth Management36,051$57.9 萬0.02%
Summit Financial, LLC35,965$57.9 萬0.01%
Focused Wealth Management, Inc35,071$56.4 萬0.06%
Captrust Financial Advisors34,633$55.7 萬0.00%
Integrated Capital Management, Inc.34,434$55.3 萬0.37%
Sanctuary Advisors, LLC32,937$52.9 萬0.00%
World Equity Group, Inc.32,861$52.8 萬0.14%
Pflug Koory, LLC32,688$52.5 萬0.24%
Closed-End Fund Advisors, Inc.32,232$51.8 萬0.53%
Hilltop Holdings Inc.31,874$51.2 萬0.05%
Quantedge Capital Pte Ltd30,576$49.1 萬0.27%
Warren Averett Asset Management, LLC29,685$47.7 萬0.00%
Commons Capital, LLC29,548$47.5 萬0.40%
Marco Investment Management LLC28,801$46.3 萬0.03%
Schnieders Capital Management, LLC.28,336$45.5 萬0.07%
Jackson, Grant Investment Advisers, Inc.26,871$43.2 萬0.14%
Calamos Advisors LLC25,980$41.7 萬0.00%
Institute for Wealth Management, LLC.25,753$41.4 萬0.04%
Pointe Capital Management LLC24,307$39.1 萬0.19%
Creative Planning23,963$38.5 萬0.00%
Instrumental Wealth, LLC22,531$36.2 萬0.22%
Sagespring Wealth Partners, LLC20,157$32.4 萬0.01%
Lido Advisors, LLC20,092$32.3 萬0.00%
StoneX Group Inc.19,171$31.3 萬0.02%
Mariner, LLC19,453$31.3 萬0.00%
Concurrent Investment Advisors, LLC19,246$30.9 萬0.00%
XTX Topco Ltd18,995$30.5 萬0.01%
Jane Street Group, LLC18,779$30.2 萬0.00%
Palogic Value Management, L.P.17,944$28.8 萬0.13%
CoreCap Advisors, LLC17,267$27.7 萬0.01%
Kovack Advisors, Inc.16,386$26.7 萬0.01%
Wealth Effects LLC16,426$26.4 萬0.09%
Armor Investment Advisors, LLC16,343$26.3 萬0.09%
Maltin Wealth Management, Inc.16,102$25.9 萬0.10%
PKS Advisory Services, LLC15,637$25.1 萬0.06%
Procyon Private Wealth Partners, LLC15,609$25.1 萬0.01%
Triumph Capital Management15,215$24.5 萬0.05%
Apriem Advisors15,087$24.2 萬0.02%
Bay Capital Advisors, LLC14,929$24.0 萬0.15%
Kingsview Wealth Management, LLC14,907$24.0 萬0.00%
CSS LLC14,886$23.9 萬0.01%
Morey & Quinn Wealth Partners, LLC14,845$23.9 萬0.17%
Kestra Private Wealth Services, LLC14,417$23.2 萬0.00%
Northeast Planning Associates, Inc.14,388$23.1 萬0.16%
Uhlmann Price Securities, LLC14,207$22.8 萬0.02%

清倉機構(4 家)

2025 年第 4 季季末持有 Nuveen S&P 500 Dynamic Overwrite Fund、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 SPXX 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Diversify Advisory Services, LLC15,219$27.4 萬
Flagship Harbor Advisors, LLC971$1.75 萬
SageView Advisory Group, LLC663$1.20 萬
Kentucky Trust Co240$4,330

尚未申報 2026 年第 1 季的機構(2 家)

2025 年第 4 季季末持有 Nuveen S&P 500 Dynamic Overwrite Fund、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 SPXX、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
CIBC Private Wealth Group, LLC2,500$4.51 萬
Comerica Bank1,000$1.80 萬