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 2 季 13F 持有人
Nuveen S&P 500 Dynamic Overwrite Fund 在 2026/6/30 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
- 232
- 較 2026 年第 1 季 +8 家
- 持有股數
- 4,359 萬
- 較 2026 年第 1 季 +52.6 萬 (+1.2%)
- 總市值
- $8.13 億
- 較 2026 年第 1 季 +$1.20 億 (+17.4%)
- 新進機構
- 27
- 另有 62 家加碼
- 清倉機構
- 19
- 另有 93 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 17,495 | $32.6 萬 | 0.01% | +1,200+7.4% | 加碼 |
| Palogic Value Management, L.P. | 17,939 | $33.4 萬 | 0.12% | −50.0% | 減碼 |
| Integrated Capital Management, Inc. | 18,500 | $34.5 萬 | 0.24% | −15,934−46.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 18,528 | $34.5 萬 | 0.00% | −718−3.7% | 減碼 |
| CoreCap Advisors, LLC | 18,549 | $34.6 萬 | 0.01% | +1,282+7.4% | 加碼 |
| Bank of Montreal | 19,764 | $36.8 萬 | 0.00% | +6,268+46.4% | 加碼 |
| Sagespring Wealth Partners, LLC | 19,830 | $37.0 萬 | 0.01% | −327−1.6% | 減碼 |
| Lido Advisors, LLC | 20,088 | $38.3 萬 | 0.00% | −40.0% | 減碼 |
| Creative Planning | 20,802 | $38.8 萬 | 0.00% | −3,161−13.2% | 減碼 |
| Mercer Global Advisors Inc | 20,808 | $38.8 萬 | 0.00% | +6,763+48.2% | 加碼 |
| Instrumental Wealth, LLC | 22,529 | $42.0 萬 | 0.21% | −20.0% | 減碼 |
| Pointe Capital Management LLC | 23,747 | $44.3 萬 | 0.20% | −560−2.3% | 減碼 |
| Kovack Advisors, Inc. | 24,062 | $44.9 萬 | 0.02% | +7,676+46.8% | 加碼 |
| HRT Financial LP | 24,278 | $45.2 萬 | 0.00% | +24,278 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 25,466 | $47.5 萬 | 0.05% | −25,766−50.3% | 減碼 |
| Mariner, LLC | 25,648 | $47.8 萬 | 0.00% | +6,195+31.8% | 加碼 |
| Institute for Wealth Management, LLC. | 25,742 | $48.0 萬 | 0.04% | −110.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 27,374 | $51.0 萬 | 0.16% | +503+1.9% | 加碼 |
| Formidable Asset Management, LLC | 31,796 | $51.1 萬 | 0.08% | +31,796 | 新進 |
| We Are One Seven, LLC | 27,942 | $52.1 萬 | 0.01% | +27,942 | 新進 |
| Schnieders Capital Management, LLC. | 28,110 | $52.4 萬 | 0.07% | −226−0.8% | 減碼 |
| Marco Investment Management LLC | 28,799 | $53.7 萬 | 0.04% | −20.0% | 減碼 |
| Hilltop Holdings Inc. | 28,937 | $53.9 萬 | 0.04% | −2,937−9.2% | 減碼 |
| Warren Averett Asset Management, LLC | 28,960 | $54.0 萬 | 0.00% | −725−2.4% | 減碼 |
| Commons Capital, LLC | 29,091 | $54.2 萬 | 0.38% | −457−1.5% | 減碼 |
| National Asset Management, Inc. | 30,011 | $54.7 萬 | 0.03% | +30,011 | 新進 |
| Closed-End Fund Advisors, Inc. | 29,629 | $55.2 萬 | 0.54% | −2,603−8.1% | 減碼 |
| Decision Investments, Inc | 32,547 | $60.7 萬 | 0.55% | −200−0.6% | 減碼 |
| Pflug Koory, LLC | 32,688 | $60.9 萬 | 0.24% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 35,955 | $61.1 萬 | 0.01% | −4,861−11.9% | 減碼 |
| Turner Financial Group, Inc. | 32,791 | $61.1 萬 | 0.61% | +32,791 | 新進 |
| Captrust Financial Advisors | 33,230 | $61.9 萬 | 0.00% | −1,403−4.1% | 減碼 |
| Sanctuary Advisors, LLC | 34,394 | $64.1 萬 | 0.00% | +1,457+4.4% | 加碼 |
| Wedbush Securities Inc | 34,848 | $65.0 萬 | 0.02% | −1,662−4.6% | 減碼 |
| Focused Wealth Management, Inc | 35,071 | $65.4 萬 | 0.06% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 34,753 | $66.3 萬 | 0.01% | −5,568−13.8% | 減碼 |
| Summit Financial, LLC | 35,913 | $67.4 萬 | 0.01% | −52−0.1% | 減碼 |
| Investment Partners Asset Management, Inc. | 36,350 | $67.8 萬 | 0.38% | 00.0% | 不變 |
| NBC Securities, Inc. | 36,494 | $68.0 萬 | 0.05% | −293−0.8% | 減碼 |
| Spire Wealth Management | 36,682 | $68.4 萬 | 0.02% | +631+1.8% | 加碼 |
| Calamos Advisors LLC | 36,822 | $68.6 萬 | 0.00% | +10,842+41.7% | 加碼 |
| Diversify Wealth Management, LLC | 37,084 | $68.7 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 37,084 | $68.7 萬 | 0.01% | +37,084 | 新進 |
| World Equity Group, Inc. | 37,429 | $69.8 萬 | 0.16% | +4,568+13.9% | 加碼 |
| IFP Advisors, Inc | 37,904 | $70.7 萬 | 0.01% | −200−0.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 37,958 | $70.8 萬 | 0.00% | −7,142−15.8% | 減碼 |
| Umb Bank N A | 39,825 | $74.2 萬 | 0.01% | −20.0% | 減碼 |
| Western Wealth Management, LLC | 40,537 | $75.6 萬 | 0.02% | +38+0.1% | 加碼 |
| Venture Visionary Partners LLC | 41,704 | $77.7 萬 | 0.02% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 42,037 | $78.4 萬 | 0.05% | −39−0.1% | 減碼 |
| Alteri Wealth LLC | 43,258 | $80.6 萬 | 0.22% | +317+0.7% | 加碼 |
| XTX Topco Ltd | 43,397 | $80.9 萬 | 0.01% | +24,402+128.5% | 加碼 |
| Nations Financial Group Inc, | 44,113 | $82.2 萬 | 0.04% | −526−1.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 44,963 | $83.8 萬 | 0.00% | −609−1.3% | 減碼 |
| Richmond Investment Services, LLC | 46,104 | $85.9 萬 | 0.27% | −42,948−48.2% | 減碼 |
| Rockefeller Capital Management L.P. | 47,458 | $88.5 萬 | 0.00% | +914+2.0% | 加碼 |
| IMC-Chicago, LLC | 50,253 | $93.7 萬 | 0.01% | +50,253 | 新進 |
| Sims Investment Management, LLC | 50,462 | $94.1 萬 | 0.29% | 00.0% | 不變 |
| Puff Wealth Management, LLC | 51,264 | $95.6 萬 | 0.97% | +51,264 | 新進 |
| Northwestern Mutual Wealth Management Co | 52,520 | $97.9 萬 | 0.00% | +357+0.7% | 加碼 |
| Baird Financial Group, Inc. | 55,824 | $104.1 萬 | 0.00% | +11,983+27.3% | 加碼 |
| Truist Financial Corp | 57,118 | $106.5 萬 | 0.00% | −3,812−6.3% | 減碼 |
| Atomi Financial Group, Inc. | 57,198 | $106.6 萬 | 0.03% | +7,608+15.3% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 57,377 | $107.0 萬 | 0.72% | −20.0% | 減碼 |
| High Point Wealth Management, LLC | 60,120 | $112.1 萬 | 0.92% | +89+0.1% | 加碼 |
| Davenport & Co LLC | 61,372 | $114.4 萬 | 0.01% | −4,937−7.4% | 減碼 |
| Tyche Wealth Partners LLC | 64,905 | $121.0 萬 | 0.17% | +122+0.2% | 加碼 |
| Allworth Financial LP | 65,417 | $121.9 萬 | 0.01% | +2,369+3.8% | 加碼 |
| Patten Group, Inc. | 65,767 | $122.6 萬 | 0.19% | +25,849+64.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 66,356 | $123.7 萬 | 0.04% | +16,705+33.6% | 加碼 |
| Ashton Thomas Securities, LLC | 68,250 | $127.2 萬 | 0.19% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 71,435 | $133.2 萬 | 0.01% | −3,517−4.7% | 減碼 |
| Moors & Cabot, Inc. | 75,106 | $140.0 萬 | 0.05% | +711+1.0% | 加碼 |
| HighTower Advisors, LLC | 75,740 | $141.2 萬 | 0.00% | −517,176−87.2% | 減碼 |
| Islay Capital Management, LLC | 75,984 | $141.6 萬 | 0.67% | +9,373+14.1% | 加碼 |
| Ionic Capital Management LLC | 76,369 | $142.4 萬 | 1.34% | −54,618−41.7% | 減碼 |
| Fifth Third Bancorp | 77,911 | $145.2 萬 | 0.00% | +76,911+7,691.1% | 加碼 |
| D.A. Davidson & Co. | 89,622 | $167.1 萬 | 0.01% | −1,914−2.1% | 減碼 |
| Forteris Wealth Management Inc. | 90,315 | $168.3 萬 | 1.38% | +5,018+5.9% | 加碼 |
| Private Advisor Group, LLC | 94,669 | $176.5 萬 | 0.01% | +2,664+2.9% | 加碼 |
| TPG Advisors LLC | 97,348 | $181.5 萬 | 1.00% | −1,569−1.6% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 98,545 | $183.7 萬 | 0.23% | +18,341+22.9% | 加碼 |
| Prospera Financial Services Inc | 101,811 | $189.8 萬 | 0.03% | +2,858+2.9% | 加碼 |
| Kestra Advisory Services, LLC | 104,219 | $194.3 萬 | 0.01% | −105,488−50.3% | 減碼 |
| Lighthouse Financial Services Inc | 108,498 | $202.3 萬 | 0.43% | −694−0.6% | 減碼 |
| Colony Group, LLC | 109,643 | $204.4 萬 | 0.00% | +729+0.7% | 加碼 |
| Cypress Capital Management LLC (WY) | 110,380 | $209.5 萬 | 1.75% | +15,898+16.8% | 加碼 |
| Park Avenue Securities LLC | 113,088 | $210.8 萬 | 0.01% | −68,039−37.6% | 減碼 |
| PMG Family Office LLC | 111,852 | $213.2 萬 | 1.96% | +425+0.4% | 加碼 |
| Fortem Financial Group, LLC | 125,998 | $234.9 萬 | 0.48% | −4,914−3.8% | 減碼 |
| Envestnet Asset Management Inc | 134,295 | $250.3 萬 | 0.00% | −111,977−45.5% | 減碼 |
| Advisory Advocates, LLC | 134,599 | $250.9 萬 | 2.15% | −1,891−1.4% | 減碼 |
| GWM Advisors LLC | 139,122 | $259.3 萬 | 0.01% | +3,460+2.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 139,466 | $260.0 萬 | 0.17% | +139,466 | 新進 |
| Two Sigma Investments, LP | 141,506 | $263.8 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 150,694 | $280.9 萬 | 0.01% | +65,112+76.1% | 加碼 |
| Shulman DeMeo Asset Management LLC | 151,552 | $282.5 萬 | 0.53% | −6,168−3.9% | 減碼 |
| 1607 Capital Partners, LLC | 155,989 | $290.8 萬 | 0.25% | +37,598+31.8% | 加碼 |
| Altium Capital Management LP | 157,395 | $293.4 萬 | 6.18% | 00.0% | 不變 |
| Sage Capital Management, LLC | 166,576 | $310.5 萬 | 1.21% | −30,925−15.7% | 減碼 |