Security key
6706EW100
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX)
CUSIP: 6706EW100
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 138,016,115
- Total 13F shares
- 3,333,389
- Share change
- -142,064
- Total reported value
- $59,149,580
- Price per share
- $17.74
- Number of holders
- 49
- Value change
- -$2,234,522
- Number of buys
- 20
- Number of sells
- 21
Report period
Q2 2025
Institutions
49
Top holders
10
SPXX full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Nuveen S&P 500 Dynamic Overwrite Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 6706EW100
Recent filing periods:
Top shareholders of SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.41%
|
565,633
|
$9,559,198 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.3%
|
409,651
|
$6,923,102 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.25%
|
351,169
|
$5,934,757 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.2%
|
274,829
|
$4,644,610 | — | 31 Mar 2025 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.17%
|
233,072
|
$3,938,917 | — | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.16%
|
224,574
|
$3,795,301 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.15%
|
212,035
|
$3,583,403 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.11%
|
157,845
|
$2,667,585 | — | 31 Mar 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.1%
|
131,255
|
$2,218,000 | — | 31 Mar 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.06%
|
85,034
|
$1,437,075 | — | 31 Mar 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.06%
|
78,436
|
$1,325,568 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
68,088
|
$1,151,000 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.05%
|
65,405
|
$1,105,348 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.05%
|
62,377
|
$1,054,171 | — | 31 Mar 2025 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.04%
|
57,247
|
$967,474 | — | 31 Mar 2025 | |
| FORTEM FINANCIAL GROUP, LLC |
13F
|
Company |
0.04%
|
54,533
|
$921,608 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.04%
|
51,415
|
$868,915 | — | 31 Mar 2025 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.03%
|
46,859
|
$791,917 | — | 31 Mar 2025 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.03%
|
43,173
|
$729,631 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
41,407
|
$699,782 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.03%
|
38,391
|
$648,803 | — | 31 Mar 2025 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
0.02%
|
26,090
|
$440,922 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.02%
|
25,005
|
$423,000 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.02%
|
20,933
|
$353,761 | — | 31 Mar 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0.02%
|
20,930
|
$353,717 | — | 31 Mar 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.01%
|
17,985
|
$303,942 | — | 31 Mar 2025 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
0.01%
|
17,859
|
$301,818 | — | 31 Mar 2025 | |
| Diversify Advisory Services, LLC |
13F
|
Company |
0.01%
|
16,469
|
$271,903 | — | 31 Mar 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.01%
|
14,400
|
$243,360 | — | 31 Mar 2025 | |
| KINGSWOOD WEALTH ADVISORS, LLC |
13F
|
Company |
0.01%
|
13,625
|
$230,263 | — | 31 Mar 2025 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.01%
|
12,411
|
$209,753 | — | 31 Mar 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.01%
|
12,400
|
$209,560 | — | 31 Mar 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.01%
|
10,585
|
$178,887 | — | 31 Mar 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
5,861
|
$99,051 | — | 31 Mar 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
5,475
|
$92,528 | — | 31 Mar 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0%
|
3,240
|
$54,756 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
2,643
|
$44,667 | — | 31 Mar 2025 | |
| SOUTH PLAINS FINANCIAL, INC. |
13F
|
Company |
0%
|
2,500
|
$42,225 | — | 31 Mar 2025 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
2,000
|
$33,800 | — | 31 Mar 2025 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0%
|
2,000
|
$33,000 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
1,778
|
$30,048 | — | 31 Mar 2025 | |
| Larson Financial Group LLC |
13F
|
Company |
0%
|
1,400
|
$23,660 | — | 31 Mar 2025 | |
| Allworth Financial LP |
13F
|
Company |
0%
|
1,342
|
$21,795 | — | 31 Mar 2025 | |
| COMERICA BANK |
13F
|
Company |
0%
|
1,000
|
$16,900 | — | 31 Mar 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
1,000
|
$16,900 | — | 31 Mar 2025 | |
| Smallwood Wealth Investment Management, LLC |
13F
|
Company |
0%
|
757
|
$12,798 | — | 31 Mar 2025 | |
| ST GERMAIN D J CO INC |
13F
|
Company |
0%
|
375
|
$6,338 | — | 31 Mar 2025 | |
| West Branch Capital LLC |
13F
|
Company |
0%
|
250
|
$4,225 | — | 31 Mar 2025 | |
| Kentucky Trust Co |
13F
|
Company |
0%
|
240
|
$4,056 | — | 31 Mar 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
172
|
$2,907 | — | 31 Mar 2025 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) as of Q2 2025
As of 30 Jun 2025,
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,333,389 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS Group AG, RAYMOND JAMES FINANCIAL INC, Invesco Ltd., LPL Financial LLC, MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, Cambridge Investment Research Advisors, Inc., OSAIC HOLDINGS, INC., and BANK OF AMERICA CORP /DE/.
This page lists
49
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
51
Q2 2025 holders
49
Holder diff
-2
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.