SPXX — NUVEEN S&P 500 DYNAMIC OVERWRITE FUND
As of Q2 2026, 9 SEC-registered investment managers reported holding SPXX (NUVEEN S&P 500 DYNAMIC OVERWRITE FUND) in their latest 13F filings, with a combined reported value of $376.40M across 20.19M shares. That is -0.0% by share count (-8.96K shares) versus the previous quarter, while reported value moved +15.9%. Ownership is concentrated: the five largest holders account for 99.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SPXX is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 12.47M | $232.49M | 0.01% | Add |
| Wells Fargo & Co history | 2.44M | $45.49M | 0.01% | Reduce |
| Invesco Ltd history | 1.99M | $37.05M | 0.00% | Add |
| UBS Group AG history | 1.81M | $33.74M | 0.01% | Reduce |
| Bank of America Corp history | 1.30M | $24.18M | 0.00% | Reduce |
| Two Sigma Investments history | 141.51K | $2.64M | 0.00% | Hold |
| PNC Financial Services history | 37.96K | $707.53K | 0.00% | Reduce |
| Citigroup Inc history | 2.90K | $53.98K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.40K | $43.63K | 0.00% | New |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 12.23M | $196.50M | 0.01% | Add |
| Wells Fargo & Co history | 2.63M | $42.22M | 0.01% | Add |
| Invesco Ltd history | 1.95M | $31.29M | 0.01% | Add |
| UBS Group AG history | 1.88M | $30.28M | 0.01% | Add |
| Bank of America Corp history | 1.33M | $21.32M | 0.00% | Add |
| Two Sigma Investments history | 141.51K | $2.27M | 0.00% | Add |
| PNC Financial Services history | 45.10K | $724.76K | 0.00% | Add |
| Citigroup Inc history | 2.90K | $46.54K | 0.00% | New |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 700.77K | $12.64M | 0.00% | Add |
| UBS Group AG history | 389.30K | $7.02M | 0.00% | Reduce |
| Invesco Ltd history | 348.16K | $6.28M | 0.00% | Add |
| Morgan Stanley history | 230.72K | $4.16M | 0.00% | Add |
| Bank of America Corp history | 74.63K | $1.35M | 0.00% | Reduce |
| Two Sigma Investments history | 27.72K | $500.00K | 0.00% | Add |
| PNC Financial Services history | 1.00K | $18.04K | 0.00% | Hold |
| JPMorgan Chase & Co history | 268 | $4.83K | 0.00% | New |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 681.70K | $11.92M | 0.00% | Add |
| UBS Group AG history | 405.27K | $7.09M | 0.00% | Add |
| Invesco Ltd history | 309.25K | $5.41M | 0.00% | Add |
| Morgan Stanley history | 222.69K | $3.89M | 0.00% | Add |
| Bank of America Corp history | 76.79K | $1.34M | 0.00% | Reduce |
| Two Sigma Investments history | 16.00K | $279.79K | 0.00% | New |
| PNC Financial Services history | 1.00K | $17.49K | 0.00% | Hold |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 558.02K | $9.90M | 0.00% | Reduce |
| UBS Group AG history | 395.56K | $7.02M | 0.00% | Reduce |
| Invesco Ltd history | 300.09K | $5.32M | 0.00% | Add |
| Morgan Stanley history | 213.81K | $3.79M | 0.00% | Add |
| Bank of America Corp history | 80.14K | $1.42M | 0.00% | Add |
| BNY Mellon history | 10.77K | $191.09K | 0.00% | New |
| PNC Financial Services history | 1.00K | $17.74K | 0.00% | Hold |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 565.63K | $9.56M | 0.00% | Add |
| UBS Group AG history | 409.65K | $6.92M | 0.00% | Reduce |
| Invesco Ltd history | 274.83K | $4.64M | 0.00% | Reduce |
| Morgan Stanley history | 212.03K | $3.58M | 0.00% | Reduce |
| Bank of America Corp history | 65.41K | $1.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.78K | $30.05K | 0.00% | Hold |
| PNC Financial Services history | 1.00K | $16.90K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.40K sh · $43.63K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 12.47M | 12.23M | 230.72K | 222.69K | 213.81K | 212.03K | 217.82K | 205.16K | 193.59K | 202.40K | 219.47K | 211.94K | 221.61K | 287.06K | 319.82K | 322.62K | 323.29K | 328.18K | 315.88K | 353.83K |
| Wells Fargo & Co | 2.44M | 2.63M | 700.77K | 681.70K | 558.02K | 565.63K | 542.67K | 558.96K | 551.03K | 552.42K | 604.07K | 612.76K | 583.97K | 598.02K | 527.77K | 532.95K | 512.24K | 498.35K | 439.04K | 476.09K |
| Invesco Ltd | 1.99M | 1.95M | 348.16K | 309.25K | 300.09K | 274.83K | 300.57K | 246.74K | 230.04K | 243.78K | 245.03K | 227.10K | 179.87K | 190.83K | 235.18K | 277.00K | 290.65K | 301.58K | 338.25K | 261.23K |
| UBS Group AG | 1.81M | 1.88M | 389.30K | 405.27K | 395.56K | 409.65K | 446.81K | 432.94K | 433.91K | 426.40K | 419.57K | 404.46K | 367.31K | 341.98K | 462.77K | 432.08K | 325.52K | 316.03K | 302.15K | 269.90K |
| Bank of America Corp | 1.30M | 1.33M | 74.63K | 76.79K | 80.14K | 65.41K | 67.10K | 66.75K | 64.81K | 57.52K | 86.02K | 78.80K | 53.15K | 45.37K | 39.60K | 36.97K | 127.74K | 37.50K | 37.24K | 29.31K |
| Two Sigma Investments | 141.51K | 141.51K | 27.72K | 16.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 37.96K | 45.10K | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | 1.30K | 7.30K | 7.30K | 7.30K | 7.30K | 7.30K | 7.30K | 7.30K | 7.30K | 7.30K | 7.91K | 7.91K |
| Citigroup Inc | 2.90K | 2.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 817 | — | 903 |
| JPMorgan Chase & Co | 2.40K | — | 268 | — | — | 1.78K | 1.78K | 6 | 6 | 6 | 3.47K | 13.33K | — | — | — | — | 24 | 800 | — | — |
| BNY Mellon | — | — | — | — | 10.77K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details