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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 17,267 | $27.7 萬 | 0.01% | +17,267 | 新進 |
| Palogic Value Management, L.P. | 17,944 | $28.8 萬 | 0.13% | +17,944 | 新進 |
| Jane Street Group, LLC | 18,779 | $30.2 萬 | 0.00% | +18,779 | 新進 |
| XTX Topco Ltd | 18,995 | $30.5 萬 | 0.01% | +18,995 | 新進 |
| Concurrent Investment Advisors, LLC | 19,246 | $30.9 萬 | 0.00% | +19,246 | 新進 |
| Mariner, LLC | 19,453 | $31.3 萬 | 0.00% | +19,453 | 新進 |
| StoneX Group Inc. | 19,171 | $31.3 萬 | 0.02% | +19,171 | 新進 |
| Lido Advisors, LLC | 20,092 | $32.3 萬 | 0.00% | +20,092 | 新進 |
| Sagespring Wealth Partners, LLC | 20,157 | $32.4 萬 | 0.01% | +20,157 | 新進 |
| Instrumental Wealth, LLC | 22,531 | $36.2 萬 | 0.22% | +22,531 | 新進 |
| Creative Planning | 23,963 | $38.5 萬 | 0.00% | +23,963 | 新進 |
| Pointe Capital Management LLC | 24,307 | $39.1 萬 | 0.19% | +24,307 | 新進 |
| Institute for Wealth Management, LLC. | 25,753 | $41.4 萬 | 0.04% | +25,753 | 新進 |
| Calamos Advisors LLC | 25,980 | $41.7 萬 | 0.00% | +25,980 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 26,871 | $43.2 萬 | 0.14% | +26,871 | 新進 |
| Schnieders Capital Management, LLC. | 28,336 | $45.5 萬 | 0.07% | +28,336 | 新進 |
| Marco Investment Management LLC | 28,801 | $46.3 萬 | 0.03% | +28,801 | 新進 |
| Commons Capital, LLC | 29,548 | $47.5 萬 | 0.40% | +29,548 | 新進 |
| Warren Averett Asset Management, LLC | 29,685 | $47.7 萬 | 0.00% | +29,685 | 新進 |
| Quantedge Capital Pte Ltd | 30,576 | $49.1 萬 | 0.27% | +30,576 | 新進 |
| Hilltop Holdings Inc. | 31,874 | $51.2 萬 | 0.05% | +31,874 | 新進 |
| Closed-End Fund Advisors, Inc. | 32,232 | $51.8 萬 | 0.53% | +32,232 | 新進 |
| Pflug Koory, LLC | 32,688 | $52.5 萬 | 0.24% | +32,688 | 新進 |
| Decision Investments, Inc | 32,747 | $52.6 萬 | 0.60% | +22,477+218.9% | 加碼 |
| World Equity Group, Inc. | 32,861 | $52.8 萬 | 0.14% | +32,861 | 新進 |
| Sanctuary Advisors, LLC | 32,937 | $52.9 萬 | 0.00% | +32,937 | 新進 |
| Integrated Capital Management, Inc. | 34,434 | $55.3 萬 | 0.37% | +34,434 | 新進 |
| Captrust Financial Advisors | 34,633 | $55.7 萬 | 0.00% | +34,633 | 新進 |
| Focused Wealth Management, Inc | 35,071 | $56.4 萬 | 0.06% | +35,071 | 新進 |
| Summit Financial, LLC | 35,965 | $57.9 萬 | 0.01% | +35,965 | 新進 |
| Spire Wealth Management | 36,051 | $57.9 萬 | 0.02% | +36,051 | 新進 |
| Investment Partners Asset Management, Inc. | 36,350 | $58.4 萬 | 0.36% | +36,350 | 新進 |
| Wedbush Securities Inc | 36,510 | $58.7 萬 | 0.02% | +26,147+252.3% | 加碼 |
| NBC Securities, Inc. | 36,787 | $59.1 萬 | 0.04% | +36,787 | 新進 |
| Farther Finance Advisors, LLC | 36,321 | $59.2 萬 | 0.01% | +34,753+2,216.4% | 加碼 |
| IFP Advisors, Inc | 38,104 | $61.2 萬 | 0.01% | +9,164+31.7% | 加碼 |
| Umb Bank N A | 39,827 | $64.0 萬 | 0.01% | +39,827 | 新進 |
| Patten Group, Inc. | 39,918 | $64.1 萬 | 0.11% | +39,918 | 新進 |
| Diversify Wealth Management, LLC | 37,084 | $64.5 萬 | 0.01% | +37,084 | 新進 |
| RSM US Wealth Management LLC | 40,321 | $64.8 萬 | 0.01% | +40,321 | 新進 |
| Western Wealth Management, LLC | 40,499 | $65.1 萬 | 0.03% | +6,286+18.4% | 加碼 |
| Pensionmark Financial Group, LLC | 40,816 | $65.6 萬 | 0.01% | +40,816 | 新進 |
| Venture Visionary Partners LLC | 41,704 | $67.0 萬 | 0.02% | +41,704 | 新進 |
| International Assets Investment Management, LLC | 42,076 | $68.6 萬 | 0.05% | +42,076 | 新進 |
| Alteri Wealth LLC | 42,941 | $69.0 萬 | 0.22% | +42,941 | 新進 |
| Baird Financial Group, Inc. | 43,841 | $70.5 萬 | 0.00% | +43,841 | 新進 |
| Nations Financial Group Inc, | 44,639 | $71.7 萬 | 0.04% | +44,639 | 新進 |
| The PNC Financial Services Group, Inc. | 45,100 | $72.5 萬 | 0.00% | +44,100+4,410.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 45,572 | $73.2 萬 | 0.00% | +43,847+2,541.9% | 加碼 |
| Rockefeller Capital Management L.P. | 46,544 | $74.8 萬 | 0.00% | +46,544 | 新進 |
| Pathstone Holdings, LLC | 47,702 | $76.7 萬 | 0.00% | +47,702 | 新進 |
| Atomi Financial Group, Inc. | 49,590 | $79.7 萬 | 0.02% | +49,590 | 新進 |
| Dynamic Advisor Solutions LLC | 49,651 | $79.8 萬 | 0.03% | +49,651 | 新進 |
| Leo Wealth, LLC | 49,854 | $80.1 萬 | 0.06% | +49,854 | 新進 |
| Susquehanna International Group, LLP | 50,384 | $81.0 萬 | 0.00% | +50,384 | 新進 |
| Sims Investment Management, LLC | 50,462 | $81.1 萬 | 0.30% | +50,462 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 51,232 | $82.3 萬 | 0.05% | +51,232 | 新進 |
| Logan Stone Capital, LLC | 51,308 | $82.5 萬 | 0.23% | +40,384+369.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 52,163 | $83.8 萬 | 0.00% | +46,410+806.7% | 加碼 |
| GatePass Capital, LLC | 52,563 | $84.5 萬 | 0.41% | +52,563 | 新進 |
| Blake Schutter Theil Wealth Advisors, LLC | 57,379 | $92.2 萬 | 0.75% | +57,379 | 新進 |
| High Point Wealth Management, LLC | 60,031 | $96.5 萬 | 0.93% | +34,979+139.6% | 加碼 |
| Truist Financial Corp | 60,930 | $97.9 萬 | 0.00% | +42,471+230.1% | 加碼 |
| Allworth Financial LP | 63,048 | $101.3 萬 | 0.00% | +43,758+226.8% | 加碼 |
| Tyche Wealth Partners LLC | 64,783 | $104.1 萬 | 0.16% | +19,779+43.9% | 加碼 |
| Davenport & Co LLC | 66,309 | $106.6 萬 | 0.01% | +12,923+24.2% | 加碼 |
| Islay Capital Management, LLC | 66,611 | $107.0 萬 | 0.54% | +66,611 | 新進 |
| Ashton Thomas Securities, LLC | 68,250 | $109.7 萬 | 0.14% | +68,250 | 新進 |
| Moors & Cabot, Inc. | 74,395 | $119.6 萬 | 0.05% | +64,264+634.3% | 加碼 |
| Integrated Wealth Concepts LLC | 74,952 | $120.4 萬 | 0.01% | +74,952 | 新進 |
| Blue Bell Private Wealth Management, LLC | 80,204 | $128.9 萬 | 0.19% | +80,004+40,002.0% | 加碼 |
| Forteris Wealth Management Inc. | 85,297 | $137.1 萬 | 1.31% | +85,297 | 新進 |
| MML Investors Services, LLC | 85,582 | $137.5 萬 | 0.00% | +85,582 | 新進 |
| Almitas Capital LLC | 88,552 | $142.3 萬 | 0.32% | +88,552 | 新進 |
| Richmond Investment Services, LLC | 89,052 | $143.1 萬 | 0.23% | +89,052 | 新進 |
| D.A. Davidson & Co. | 91,536 | $147.1 萬 | 0.01% | +91,536 | 新進 |
| Private Advisor Group, LLC | 92,005 | $147.9 萬 | 0.01% | +60,649+193.4% | 加碼 |
| Cypress Capital Management LLC (WY) | 94,482 | $151.8 萬 | 1.40% | +94,482 | 新進 |
| TPG Advisors LLC | 98,917 | $159.0 萬 | 0.99% | +98,917 | 新進 |
| Prospera Financial Services Inc | 98,953 | $159.0 萬 | 0.03% | +98,953 | 新進 |
| Rivernorth Capital Management, LLC | 99,335 | $159.6 萬 | 0.08% | +99,335 | 新進 |
| Colony Group, LLC | 108,914 | $175.0 萬 | 0.00% | +108,914 | 新進 |
| PMG Family Office LLC | 111,427 | $180.6 萬 | 2.02% | +66,550+148.3% | 加碼 |
| Lighthouse Financial Services Inc | 109,192 | $189.6 萬 | 0.43% | +109,192 | 新進 |
| 1607 Capital Partners, LLC | 118,391 | $190.3 萬 | 0.14% | +104,060+726.1% | 加碼 |
| Bulldog Investors, LLP | 125,415 | $201.5 萬 | 0.45% | +125,415 | 新進 |
| Fortem Financial Group, LLC | 130,912 | $210.4 萬 | 0.53% | +59,731+83.9% | 加碼 |
| Ionic Capital Management LLC | 130,987 | $210.5 萬 | 1.77% | +130,987 | 新進 |
| GWM Advisors LLC | 135,662 | $218.0 萬 | 0.01% | +133,019+5,032.9% | 加碼 |
| Advisory Advocates, LLC | 136,490 | $219.3 萬 | 2.24% | +136,490 | 新進 |
| Two Sigma Investments, LP | 141,506 | $227.4 萬 | 0.00% | +113,790+410.6% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 149,092 | $239.6 萬 | 0.81% | +149,092 | 新進 |
| Altium Capital Management LP | 157,395 | $252.9 萬 | 6.02% | +157,395 | 新進 |
| Shulman DeMeo Asset Management LLC | 157,720 | $253.5 萬 | 0.54% | +111,592+241.9% | 加碼 |
| Park Avenue Securities LLC | 181,127 | $291.1 萬 | 0.02% | +181,127 | 新進 |
| Sage Capital Management, LLC | 197,501 | $317.4 萬 | 1.49% | +197,501 | 新進 |
| Quarry LP | 201,584 | $323.9 萬 | 0.65% | +201,584 | 新進 |
| MONECO Advisors, LLC | 203,365 | $326.8 萬 | 0.25% | +203,365 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 208,680 | $335.3 萬 | 0.02% | +208,680 | 新進 |
| Kestra Advisory Services, LLC | 209,707 | $337.0 萬 | 0.01% | +205,817+5,290.9% | 加碼 |