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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 34,633 | $55.7 萬 | 0.00% | +34,633 | 新進 |
| Integrated Capital Management, Inc. | 34,434 | $55.3 萬 | 0.37% | +34,434 | 新進 |
| Sanctuary Advisors, LLC | 32,937 | $52.9 萬 | 0.00% | +32,937 | 新進 |
| World Equity Group, Inc. | 32,861 | $52.8 萬 | 0.14% | +32,861 | 新進 |
| Decision Investments, Inc | 32,747 | $52.6 萬 | 0.60% | +22,477+218.9% | 加碼 |
| Pflug Koory, LLC | 32,688 | $52.5 萬 | 0.24% | +32,688 | 新進 |
| Closed-End Fund Advisors, Inc. | 32,232 | $51.8 萬 | 0.53% | +32,232 | 新進 |
| Hilltop Holdings Inc. | 31,874 | $51.2 萬 | 0.05% | +31,874 | 新進 |
| Quantedge Capital Pte Ltd | 30,576 | $49.1 萬 | 0.27% | +30,576 | 新進 |
| Warren Averett Asset Management, LLC | 29,685 | $47.7 萬 | 0.00% | +29,685 | 新進 |
| Commons Capital, LLC | 29,548 | $47.5 萬 | 0.40% | +29,548 | 新進 |
| Marco Investment Management LLC | 28,801 | $46.3 萬 | 0.03% | +28,801 | 新進 |
| Schnieders Capital Management, LLC. | 28,336 | $45.5 萬 | 0.07% | +28,336 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 26,871 | $43.2 萬 | 0.14% | +26,871 | 新進 |
| Calamos Advisors LLC | 25,980 | $41.7 萬 | 0.00% | +25,980 | 新進 |
| Institute for Wealth Management, LLC. | 25,753 | $41.4 萬 | 0.04% | +25,753 | 新進 |
| Pointe Capital Management LLC | 24,307 | $39.1 萬 | 0.19% | +24,307 | 新進 |
| Creative Planning | 23,963 | $38.5 萬 | 0.00% | +23,963 | 新進 |
| Instrumental Wealth, LLC | 22,531 | $36.2 萬 | 0.22% | +22,531 | 新進 |
| Sagespring Wealth Partners, LLC | 20,157 | $32.4 萬 | 0.01% | +20,157 | 新進 |
| Lido Advisors, LLC | 20,092 | $32.3 萬 | 0.00% | +20,092 | 新進 |
| StoneX Group Inc. | 19,171 | $31.3 萬 | 0.02% | +19,171 | 新進 |
| Mariner, LLC | 19,453 | $31.3 萬 | 0.00% | +19,453 | 新進 |
| Concurrent Investment Advisors, LLC | 19,246 | $30.9 萬 | 0.00% | +19,246 | 新進 |
| XTX Topco Ltd | 18,995 | $30.5 萬 | 0.01% | +18,995 | 新進 |
| Jane Street Group, LLC | 18,779 | $30.2 萬 | 0.00% | +18,779 | 新進 |
| Palogic Value Management, L.P. | 17,944 | $28.8 萬 | 0.13% | +17,944 | 新進 |
| CoreCap Advisors, LLC | 17,267 | $27.7 萬 | 0.01% | +17,267 | 新進 |
| Kovack Advisors, Inc. | 16,386 | $26.7 萬 | 0.01% | +16,386 | 新進 |
| Wealth Effects LLC | 16,426 | $26.4 萬 | 0.09% | +16,426 | 新進 |
| Armor Investment Advisors, LLC | 16,343 | $26.3 萬 | 0.09% | +16,343 | 新進 |
| Kingswood Wealth Advisors, LLC | 16,295 | $26.2 萬 | 0.01% | +2,670+19.6% | 加碼 |
| Maltin Wealth Management, Inc. | 16,102 | $25.9 萬 | 0.10% | +16,102 | 新進 |
| PKS Advisory Services, LLC | 15,637 | $25.1 萬 | 0.06% | +15,637 | 新進 |
| Procyon Private Wealth Partners, LLC | 15,609 | $25.1 萬 | 0.01% | +15,609 | 新進 |
| Aviance Capital Partners, LLC | 15,511 | $24.9 萬 | 0.03% | +2,737+21.4% | 加碼 |
| Triumph Capital Management | 15,215 | $24.5 萬 | 0.05% | +15,215 | 新進 |
| Apriem Advisors | 15,087 | $24.2 萬 | 0.02% | +15,087 | 新進 |
| Bay Capital Advisors, LLC | 14,929 | $24.0 萬 | 0.15% | +14,929 | 新進 |
| Kingsview Wealth Management, LLC | 14,907 | $24.0 萬 | 0.00% | +14,907 | 新進 |
| CSS LLC | 14,886 | $23.9 萬 | 0.01% | +14,886 | 新進 |
| Morey & Quinn Wealth Partners, LLC | 14,845 | $23.9 萬 | 0.17% | +14,845 | 新進 |
| Kestra Private Wealth Services, LLC | 14,417 | $23.2 萬 | 0.00% | +14,417 | 新進 |
| Northeast Planning Associates, Inc. | 14,388 | $23.1 萬 | 0.16% | +14,388 | 新進 |
| Uhlmann Price Securities, LLC | 14,207 | $22.8 萬 | 0.02% | +14,207 | 新進 |
| Ronald Blue Trust, Inc. | 14,058 | $22.6 萬 | 0.00% | +14,058 | 新進 |
| Mercer Global Advisors Inc | 14,045 | $22.6 萬 | 0.00% | +14,045 | 新進 |
| Harbour Investments, Inc. | 13,954 | $22.4 萬 | 0.00% | +13,954 | 新進 |
| Aptus Capital Advisors, LLC | 13,953 | $22.4 萬 | 0.00% | +3,368+31.8% | 加碼 |
| Pinnacle Associates Ltd | 13,889 | $22.3 萬 | 0.00% | +13,889 | 新進 |
| Great Valley Advisor Group, Inc. | 13,832 | $22.2 萬 | 0.00% | +13,832 | 新進 |
| Merit Financial Group, LLC | 13,820 | $22.2 萬 | 0.00% | +13,820 | 新進 |
| Apella Capital, LLC | 12,624 | $22.0 萬 | 0.00% | +12,624 | 新進 |
| Bank of Montreal | 13,496 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 13,283 | $21.3 萬 | 0.00% | +13,283 | 新進 |
| CI Private Wealth, LLC | 12,493 | $20.4 萬 | 0.00% | +12,493 | 新進 |
| Kapstone Financial Advisors LLC | 12,605 | $20.3 萬 | 0.10% | +12,605 | 新進 |
| Vista Investment Partners II, LLC | 12,341 | $19.8 萬 | 0.09% | +12,341 | 新進 |
| Encompass Wealth Advisors, LLC | 11,929 | $19.2 萬 | 0.07% | +11,929 | 新進 |
| Laird Norton Trust Company, LLC | 11,560 | $18.6 萬 | 0.00% | +11,560 | 新進 |
| TrueMark Investments, LLC | 11,381 | $18.3 萬 | 0.04% | +11,381 | 新進 |
| NWF Advisory Services Inc. | 11,216 | $18.0 萬 | 0.02% | +11,216 | 新進 |
| Founders Financial Alliance, LLC | 10,594 | $17.0 萬 | 0.03% | +10,594 | 新進 |
| Centurion Wealth Management LLC | 10,343 | $16.6 萬 | 0.04% | +10,343 | 新進 |
| Independent Financial Group, LLC | 10,116 | $16.3 萬 | 0.00% | +10,116 | 新進 |
| Axiom Investment Management LLC | 10,069 | $16.2 萬 | 0.12% | +10,069 | 新進 |
| CWM, LLC | 8,588 | $13.8 萬 | 0.00% | +8,588 | 新進 |
| Hollencrest Capital Management | 7,228 | $11.6 萬 | 0.00% | +7,228 | 新進 |
| PFS Partners, LLC | 7,000 | $11.2 萬 | 0.05% | +7,000 | 新進 |
| Cornerstone Financial Management LLC | 6,717 | $10.8 萬 | 0.10% | +6,717 | 新進 |
| Hazlett, Burt & Watson, Inc. | 6,376 | $10.2 萬 | 0.03% | +6,376 | 新進 |
| Eastern Bank | 6,331 | $10.2 萬 | 0.00% | +6,331 | 新進 |
| Larson Financial Group LLC | 5,341 | $8.58 萬 | 0.00% | +5,341 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 5,015 | $8.06 萬 | 0.01% | +5,015 | 新進 |
| Smallwood Wealth Investment Management, LLC | 4,599 | $7.39 萬 | 0.04% | +4,057+748.5% | 加碼 |
| Bayban | 4,198 | $6.75 萬 | 0.06% | +4,198 | 新進 |
| US Bancorp | 4,198 | $6.75 萬 | 0.00% | +4,198 | 新進 |
| SRS Capital Advisors, Inc. | 4,067 | $6.54 萬 | 0.00% | +3,567+713.4% | 加碼 |
| Advisory Services Network, LLC | 3,878 | $6.23 萬 | 0.00% | +3,878 | 新進 |
| TD Private Client Wealth LLC | 3,151 | $5.06 萬 | 0.00% | +3,151 | 新進 |
| Beacon Investment Advisory Services, Inc. | 3,036 | $4.88 萬 | 0.00% | +3,036 | 新進 |
| Citigroup Inc | 2,896 | $4.65 萬 | 0.00% | +2,896 | 新進 |
| Harbor Investment Advisory, LLC | 2,852 | $4.58 萬 | 0.00% | +2,852 | 新進 |
| Marshall & Sterling Wealth Advisors Inc. | 2,525 | $4.06 萬 | 0.03% | +2,525 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,518 | $4.05 萬 | 0.01% | +2,518 | 新進 |
| Signaturefd, LLC | 2,108 | $3.39 萬 | 0.00% | +2,108 | 新進 |
| North Star Investment Management Corp. | 2,000 | $3.21 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 2,000 | $3.20 萬 | 0.01% | +2,000 | 新進 |
| Sunbelt Securities, Inc. | 1,780 | $2.86 萬 | 0.00% | +1,780 | 新進 |
| Ameritas Advisory Services, LLC | 1,773 | $2.85 萬 | 0.00% | +1,773 | 新進 |
| Huntington National Bank | – | $2.78 萬 | 0.00% | – | 新進 |
| Kilter Group LLC | 1,634 | $2.63 萬 | 0.01% | +1,634 | 新進 |
| Crews Bank & Trust | 1,550 | $2.49 萬 | 0.00% | +1,550 | 新進 |
| Delta Asset Management LLC | 1,511 | $2.43 萬 | 0.00% | +1,511 | 新進 |
| Bryn Mawr Trust Co | 1,423 | $2.29 萬 | 0.00% | +1,423 | 新進 |
| WPG Advisers, LLC | 1,408 | $2.26 萬 | 0.02% | +1,408 | 新進 |
| SOA Wealth Advisors, LLC. | 1,142 | $1.84 萬 | 0.00% | +1,142 | 新進 |
| Fifth Third Bancorp | 1,000 | $1.61 萬 | 0.00% | +1,000 | 新進 |
| Assetmark, Inc | 840 | $1.35 萬 | 0.00% | +840 | 新進 |
| Gables Capital Management Inc. | 840 | $1.35 萬 | 0.01% | +840 | 新進 |