SPXXNYSE
Nuveen S&P 500 Dynamic Overwrite Fund
$18.66+0.14 (+0.76%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
44M
Shares held, 13F filers
Institutional holders
231
27 new, 19 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 1,392,911 | 8.20% | 13G (passive) | Mar 31, 2026 |
| Morgan Stanley | 10,765,257 | 7.80% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SPXX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 12,472,863 | – | $232.49M | +245,054 | 0.01% |
| Wells Fargo & Company/Mn | 2,440,231 | – | $45.49M | −186,723 | 0.01% |
| Saba Capital Management, L.P. | 2,368,022 | – | $44.14M | +830,599 | 1.13% |
| LPL Financial LLC | 1,997,074 | – | $37.23M | +22,778 | 0.01% |
| Invesco Ltd. | 1,987,730 | – | $37.05M | +40,736 | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,951,647 | – | $36.38M | +330,000 | 0.06% |
| UBS Group AG | 1,809,938 | – | $33.74M | −74,212 | 0.00% |
| Raymond James Financial Inc | 1,786,820 | – | $33.31M | −49,393 | 0.01% |
| Bank Of America Corp /De/ | 1,297,471 | – | $24.18M | −29,068 | 0.00% |
| Advisors Asset Management, Inc. | 1,233,884 | – | $23.00M | +39,836 | 0.35% |
| Cambridge Investment Research Advisors, Inc. | 1,198,044 | – | $22.33K | +604,103 | 0.03% |
| Guggenheim Capital LLC | 937,141 | – | $17.47M | −112,325 | 0.11% |
| Osaic Holdings, Inc. | 600,563 | – | $11.19M | +9,800 | 0.01% |
| Royal Bank of Canada | 450,007 | – | $8.39M | −78,700 | 0.00% |
| Stifel Financial Corp | 436,736 | – | $8.14M | +112,444 | 0.01% |
| Absolute Investment Advisers, LLC | 421,986 | – | $7.87M | −8,447 | 0.76% |
| Ameriprise Financial Inc | 420,868 | – | $7.84M | −10,025 | 0.00% |
| GatePass Capital, LLC | 369,950 | – | $6.90M | +317,387 | 2.62% |
| Twelve Points Wealth Management LLC | 345,118 | – | $6.43M | +19,617 | 1.29% |
| Almitas Capital LLC | 326,907 | – | $6.09M | +238,355 | 1.46% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 231 | 44M | 27 / 63 | 92 / 19 | 4M | 3M |
| Q1 2026 | 227 | 43M | 173 / 50 | 1 / 4 | 39M | 0M |
| Q4 2025 | 60 | 4M | 16 / 20 | 11 / 9 | 0M | 0M |
| Q3 2025 | 53 | 4M | 6 / 17 | 17 / 2 | 0M | 0M |
| Q2 2025 | 49 | 3M | 6 / 15 | 14 / 7 | 0M | 0M |
| Q1 2025 | 51 | 3M | 6 / 12 | 15 / 4 | 0M | 1M |
| Q4 2024 | 49 | 4M | 8 / 13 | 16 / 7 | 0M | 0M |
| Q3 2024 | 50 | 4M | 3 / 22 | 12 / 5 | 0M | 0M |
| Q2 2024 | 53 | 4M | 5 / 11 | 21 / 4 | 0M | 1M |
| Q1 2024 | 52 | 4M | 7 / 15 | 18 / 6 | 1M | 0M |
| Q4 2023 | 53 | 4M | 4 / 20 | 17 / 2 | 1M | 0M |
| Q3 2023 | 51 | 4M | 6 / 13 | 20 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SPXX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco CEF Income Composite ETF | 1,836,056 | – | $33.84M | 4.08% | May 31, 2026 |
| Saba Closed-End Funds ETF | 539,407 | – | $9.94M | 2.36% | May 31, 2026 |
| Calamos CEF Income & Arbitrage ETF | 47,169 | – | $870.27K | 2.57% | Jul 31, 2026 |
| Absolute Cef Opportunities | 12,234 | – | $228.04K | 4.67% | Jun 30, 2026 |
| Multi-Hedge Strategies Fund | 1,843 | – | $34.35K | 0.13% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 657 | – | $12.25K | 0.13% | Jun 30, 2026 |
| Prospera Income ETF | 522 | – | $9.73K | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Parth Doshi | Vice President | – | Sep 1, 2026 |
| Joseph Castro | EVP, Chief Risk & Compliance | – | Feb 23, 2026 |
| Robert Tanner Page | VP and Treasurer | – | Feb 20, 2026 |
| Nazar Suschko | MD, Multi Asset PM | – | Jul 8, 2025 |
| Marc Cardella | VP and Controller | – | Dec 3, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Nuveen Fund Advisors, LLC – | Apr 13, 2017 | Sale | −5,240 | $14.94 | $78.29K | 0 |
| William J. Schneider – | May 8, 2015 | Sale | −26,350 | $14.10 | $371.54K | 5,600 |
| Kenneth H. Toft – | Oct 25, 2013 | Buy | +2,000 | $14.08 | $28.16K | 2,000 |
| William J. Schneider – | Jan 7, 2013 | Buy | +21,438 | $13.33 | $285.77K | 31,188 |
| William J. Schneider – | Jan 7, 2013 | Buy | +762 | $13.32 | $10.15K | 31,950 |
| William J. Schneider – | Aug 10, 2012 | Buy | +4,150 | $13.20 | $54.78K | 9,750 |
| William J. Schneider – | Nov 27, 2007 | Sale | −5,726.74 | $16.56 | $94.83K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.