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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 33,230 | $61.9 萬 | 0.00% | −1,403−4.1% | 減碼 |
| Turner Financial Group, Inc. | 32,791 | $61.1 萬 | 0.61% | +32,791 | 新進 |
| Pensionmark Financial Group, LLC | 35,955 | $61.1 萬 | 0.01% | −4,861−11.9% | 減碼 |
| Pflug Koory, LLC | 32,688 | $60.9 萬 | 0.24% | 00.0% | 不變 |
| Decision Investments, Inc | 32,547 | $60.7 萬 | 0.55% | −200−0.6% | 減碼 |
| Closed-End Fund Advisors, Inc. | 29,629 | $55.2 萬 | 0.54% | −2,603−8.1% | 減碼 |
| National Asset Management, Inc. | 30,011 | $54.7 萬 | 0.03% | +30,011 | 新進 |
| Commons Capital, LLC | 29,091 | $54.2 萬 | 0.38% | −457−1.5% | 減碼 |
| Warren Averett Asset Management, LLC | 28,960 | $54.0 萬 | 0.00% | −725−2.4% | 減碼 |
| Hilltop Holdings Inc. | 28,937 | $53.9 萬 | 0.04% | −2,937−9.2% | 減碼 |
| Marco Investment Management LLC | 28,799 | $53.7 萬 | 0.04% | −20.0% | 減碼 |
| Schnieders Capital Management, LLC. | 28,110 | $52.4 萬 | 0.07% | −226−0.8% | 減碼 |
| We Are One Seven, LLC | 27,942 | $52.1 萬 | 0.01% | +27,942 | 新進 |
| Formidable Asset Management, LLC | 31,796 | $51.1 萬 | 0.08% | +31,796 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 27,374 | $51.0 萬 | 0.16% | +503+1.9% | 加碼 |
| Institute for Wealth Management, LLC. | 25,742 | $48.0 萬 | 0.04% | −110.0% | 減碼 |
| Mariner, LLC | 25,648 | $47.8 萬 | 0.00% | +6,195+31.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 25,466 | $47.5 萬 | 0.05% | −25,766−50.3% | 減碼 |
| HRT Financial LP | 24,278 | $45.2 萬 | 0.00% | +24,278 | 新進 |
| Kovack Advisors, Inc. | 24,062 | $44.9 萬 | 0.02% | +7,676+46.8% | 加碼 |
| Pointe Capital Management LLC | 23,747 | $44.3 萬 | 0.20% | −560−2.3% | 減碼 |
| Instrumental Wealth, LLC | 22,529 | $42.0 萬 | 0.21% | −20.0% | 減碼 |
| Mercer Global Advisors Inc | 20,808 | $38.8 萬 | 0.00% | +6,763+48.2% | 加碼 |
| Creative Planning | 20,802 | $38.8 萬 | 0.00% | −3,161−13.2% | 減碼 |
| Lido Advisors, LLC | 20,088 | $38.3 萬 | 0.00% | −40.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 19,830 | $37.0 萬 | 0.01% | −327−1.6% | 減碼 |
| Bank of Montreal | 19,764 | $36.8 萬 | 0.00% | +6,268+46.4% | 加碼 |
| CoreCap Advisors, LLC | 18,549 | $34.6 萬 | 0.01% | +1,282+7.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 18,528 | $34.5 萬 | 0.00% | −718−3.7% | 減碼 |
| Integrated Capital Management, Inc. | 18,500 | $34.5 萬 | 0.24% | −15,934−46.3% | 減碼 |
| Palogic Value Management, L.P. | 17,939 | $33.4 萬 | 0.12% | −50.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 17,495 | $32.6 萬 | 0.01% | +1,200+7.4% | 加碼 |
| Uhlmann Price Securities, LLC | 16,944 | $31.6 萬 | 0.01% | +2,737+19.3% | 加碼 |
| StoneX Group Inc. | 16,084 | $30.7 萬 | 0.01% | −3,087−16.1% | 減碼 |
| Wealth Effects LLC | 16,426 | $30.6 萬 | 0.08% | 00.0% | 不變 |
| Virtu Financial LLC | 16,289 | $30.4 萬 | 0.01% | +16,289 | 新進 |
| Quantedge Capital Pte Ltd | 16,076 | $30.0 萬 | 0.23% | −14,500−47.4% | 減碼 |
| Armor Investment Advisors, LLC | 15,650 | $29.2 萬 | 0.09% | −693−4.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 15,609 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Triumph Capital Management | 15,215 | $28.4 萬 | 0.05% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 15,102 | $28.2 萬 | 0.09% | −1,000−6.2% | 減碼 |
| Apriem Advisors | 15,083 | $28.1 萬 | 0.02% | −40.0% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 14,842 | $27.7 萬 | 0.18% | −30.0% | 減碼 |
| Pathstone Holdings, LLC | 14,725 | $27.4 萬 | 0.00% | −32,977−69.1% | 減碼 |
| Northeast Planning Associates, Inc. | 14,388 | $26.8 萬 | 0.20% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 14,372 | $26.8 萬 | 0.00% | −45−0.3% | 減碼 |
| Commerce Bank | 14,282 | $26.6 萬 | 0.00% | +999+7.5% | 加碼 |
| Harbour Investments, Inc. | 13,954 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 13,953 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 13,931 | $26.0 萬 | 0.03% | −1,580−10.2% | 減碼 |
| Pinnacle Associates Ltd | 13,883 | $25.9 萬 | 0.00% | −60.0% | 減碼 |
| Merit Financial Group, LLC | 13,713 | $25.6 萬 | 0.00% | −107−0.8% | 減碼 |
| Wealth Preservation Advisors, LLC | 13,693 | $25.5 萬 | 0.15% | +13,693 | 新進 |
| Allied Private Wealth LLC | 13,717 | $25.4 萬 | 0.16% | +13,717 | 新進 |
| Kingsview Wealth Management, LLC | 13,233 | $24.7 萬 | 0.00% | −1,674−11.2% | 減碼 |
| CSS LLC | 13,086 | $24.4 萬 | 0.01% | −1,800−12.1% | 減碼 |
| PKS Advisory Services, LLC | 12,992 | $24.2 萬 | 0.04% | −2,645−16.9% | 減碼 |
| Kapstone Financial Advisors LLC | 12,601 | $23.5 萬 | 0.10% | −40.0% | 減碼 |
| Apella Capital, LLC | 12,624 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 12,339 | $23.0 萬 | 0.09% | −20.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 12,332 | $23.0 萬 | 0.00% | −1,500−10.8% | 減碼 |
| Global Retirement Partners, LLC | 12,046 | $22.5 萬 | 0.00% | +12,046 | 新進 |
| Laird Norton Trust Company, LLC | 11,560 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 11,755 | $21.9 萬 | 0.03% | +1,161+11.0% | 加碼 |
| Axiom Investment Management LLC | 11,306 | $21.1 萬 | 0.14% | +1,237+12.3% | 加碼 |
| NWF Advisory Services Inc. | 11,216 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 11,112 | $20.7 萬 | 0.00% | +11,112 | 新進 |
| Transcend Wealth Collective, LLC | 11,033 | $20.6 萬 | 0.01% | +11,033 | 新進 |
| Farther Finance Advisors, LLC | 10,524 | $19.6 萬 | 0.00% | −25,797−71.0% | 減碼 |
| Centurion Wealth Management LLC | 10,339 | $19.3 萬 | 0.05% | −40.0% | 減碼 |
| Hollencrest Capital Management | 7,228 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| PFS Partners, LLC | 7,000 | $13.0 萬 | 0.05% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 6,717 | $12.5 萬 | 0.10% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 6,519 | $12.2 萬 | 0.00% | +6,347+3,690.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 6,376 | $11.9 萬 | 0.03% | 00.0% | 不變 |
| Eastern Bank | 6,331 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $10.2 萬 | 0.00% | – | – |
| Larson Financial Group LLC | 5,341 | $9.96 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 5,319 | $9.91 萬 | 0.00% | +3,211+152.3% | 加碼 |
| US Bancorp | 5,291 | $9.86 萬 | 0.00% | +1,093+26.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,002 | $9.32 萬 | 0.01% | −13−0.3% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 4,611 | $8.60 萬 | 0.04% | +12+0.3% | 加碼 |
| Private Trust Co NA | 4,527 | $8.44 萬 | 0.01% | +4,527 | 新進 |
| Bayban | 4,198 | $7.83 萬 | 0.06% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,177 | $5.92 萬 | 0.00% | +1,404+79.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 3,035 | $5.66 萬 | 0.00% | −10.0% | 減碼 |
| Citigroup Inc | 2,896 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,896 | $5.40 萬 | 0.00% | −1,171−28.8% | 減碼 |
| Harbor Investment Advisory, LLC | 2,852 | $5.32 萬 | 0.00% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,594 | $4.84 萬 | 0.00% | +2,594 | 新進 |
| Marshall & Sterling Wealth Advisors Inc. | 2,525 | $4.71 萬 | 0.03% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,396 | $4.36 萬 | 0.00% | +2,379+13,994.1% | 加碼 |
| Buck Wealth Strategies, LLC | 2,099 | $3.91 萬 | 0.00% | +2,099 | 新進 |
| LifeSteps Financial, Inc. | 2,026 | $3.78 萬 | 0.02% | +2,026 | 新進 |
| North Star Investment Management Corp. | 2,000 | $3.73 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 2,000 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,931 | $3.45 萬 | 0.00% | +1,931 | 新進 |
| Central Trust Co | 1,780 | $3.32 萬 | 0.00% | 00.0% | 不變 |
| Crews Bank & Trust | 1,548 | $2.89 萬 | 0.00% | −2−0.1% | 減碼 |
| Delta Asset Management LLC | 1,511 | $2.82 萬 | 0.00% | 00.0% | 不變 |