Security key
6706EW100
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX)
CUSIP: 6706EW100
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 138,016,115
- Total 13F shares
- 3,562,160
- Share change
- +184,134
- Total reported value
- $62,347,758
- Price per share
- $17.49
- Number of holders
- 53
- Value change
- +$3,222,413
- Number of buys
- 22
- Number of sells
- 19
Report period
Q3 2025
Institutions
53
Top holders
10
SPXX full security history
Newer quarter: Q4 2025
Previous quarter: Q2 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 |
0.4%
|
558,025
|
$9,899,371 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.29%
|
395,558
|
$7,017,199 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.25%
|
344,245
|
$6,106,918 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.22%
|
300,086
|
$5,323,525 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.18%
|
250,586
|
$4,445,401 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.15%
|
213,809
|
$3,792,988 | — | 30 Jun 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.13%
|
174,286
|
$3,091,834 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.09%
|
124,761
|
$2,213,000 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.08%
|
106,129
|
$1,882,755 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
80,135
|
$1,421,596 | — | 30 Jun 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.05%
|
71,075
|
$1,271,607 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
67,158
|
$1,191,000 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.04%
|
61,993
|
$1,099,756 | — | 30 Jun 2025 | |
| FORTEM FINANCIAL GROUP, LLC |
13F
|
Company |
0.04%
|
58,419
|
$1,036,353 | — | 30 Jun 2025 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.04%
|
53,497
|
$949,037 | — | 30 Jun 2025 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.03%
|
46,784
|
$829,948 | — | 30 Jun 2025 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.03%
|
44,681
|
$792,649 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.03%
|
39,276
|
$696,761 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
38,824
|
$688,733 | — | 30 Jun 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.03%
|
34,530
|
$612,562 | — | 30 Jun 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0.02%
|
29,740
|
$527,587 | — | 30 Jun 2025 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
0.02%
|
26,090
|
$462,835 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.02%
|
25,095
|
$445,000 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.01%
|
20,198
|
$358,314 | — | 30 Jun 2025 | |
| Allworth Financial LP |
13F
|
Company |
0.01%
|
19,205
|
$340,697 | — | 30 Jun 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.01%
|
19,046
|
$337,877 | — | 30 Jun 2025 | |
| Diversify Advisory Services, LLC |
13F
|
Company |
0.01%
|
16,469
|
$297,924 | — | 30 Jun 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.01%
|
14,400
|
$255,456 | — | 30 Jun 2025 | |
| Western Wealth Management, LLC |
13F
|
Company |
0.01%
|
14,368
|
$254,883 | — | 30 Jun 2025 | |
| KINGSWOOD WEALTH ADVISORS, LLC |
13F
|
Company |
0.01%
|
13,625
|
$241,708 | — | 30 Jun 2025 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.01%
|
12,504
|
$221,813 | — | 30 Jun 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.01%
|
12,400
|
$219,976 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.01%
|
10,772
|
$191,088 | — | 30 Jun 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.01%
|
10,585
|
$187,778 | — | 30 Jun 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
5,835
|
$103,513 | — | 30 Jun 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
5,225
|
$92,692 | — | 30 Jun 2025 | |
| PRINCIPAL SECURITIES, INC. |
13F
|
Company |
0%
|
3,200
|
$56,768 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
2,643
|
$46,887 | — | 30 Jun 2025 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
2,000
|
$35,480 | — | 30 Jun 2025 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0%
|
2,000
|
$35,000 | — | 30 Jun 2025 | |
| COMERICA BANK |
13F
|
Company |
0%
|
1,000
|
$17,740 | — | 30 Jun 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
1,000
|
$17,740 | — | 30 Jun 2025 | |
| Smallwood Wealth Investment Management, LLC |
13F
|
Company |
0%
|
772
|
$13,704 | — | 30 Jun 2025 | |
| ST GERMAIN D J CO INC |
13F
|
Company |
0%
|
375
|
$6,653 | — | 30 Jun 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0%
|
318
|
$5,641 | — | 30 Jun 2025 | |
| Kentucky Trust Co |
13F
|
Company |
0%
|
240
|
$4,258 | — | 30 Jun 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
172
|
$3,051 | — | 30 Jun 2025 | |
| Park Square Financial Group, LLC |
13F
|
Company |
0%
|
159
|
$2,821 | — | 30 Jun 2025 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0%
|
96
|
$1,703 | — | 30 Jun 2025 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) as of Q3 2025
As of 30 Sep 2025,
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,562,160 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS Group AG, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, Invesco Ltd., MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., OSAIC HOLDINGS, INC., GUGGENHEIM CAPITAL LLC, and Shaker Financial Services, LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
49
Q3 2025 holders
53
Holder diff
4
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.