NUVEEN S&P 500 DYNAMIC OVERWRITE FUND (SPXX)
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND (SPXX) is listed on the New York Stock Exchange, where it has traded since November 23, 2005.
- Listed On
- the New York Stock Exchange
- Listed Since
- November 23, 2005
- Market Cap
- $332M
About NUVEEN S&P 500 DYNAMIC OVERWRITE FUND
Nuveen S&P 500 Dynamic Overwrite Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total returns with less volatility than the S&P 500 Index by investing in a U.S. equity portfolio that seeks to substantially replicate the price movements of the S&P 500 Index, as well as selling call options on approximately 35% to 75% of the notional value of the Fund's equity portfolio in an effort to enhance the Fund's risk-adjusted returns.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 227 institutions reported holding SPXX, with 42.0 million shares worth $783.7 million in aggregate. The largest reported holder was Morgan Stanley, with 12.5 million shares worth $232.5 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 12,472,863 | $232M | Added 2% |
| Wells Fargo & Company/MN | 2,440,231 | $45M | Reduced 7.11% |
| Saba Capital Management, | 2,368,022 | $44M | Added 54.03% |
| Lpl Financial | 1,997,074 | $37M | Added 1.15% |
| Invesco Ltd | 1,987,730 | $37M | Added 2.09% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SPXX?
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND (SPXX) is listed on the New York Stock Exchange, where it has traded since November 23, 2005.
Who are the largest institutional holders of SPXX?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPXX were Morgan Stanley, Wells Fargo & Company/MN and Saba Capital Management,.
How many institutions own SPXX?
227 institutions reported a position in SPXX for the quarter ended June 30, 2026, worth $783.7 million in total.
Did institutions buy or sell SPXX last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPXX.
Every reported institutional holder, plus insider and congressional trades in SPXX, on SentiSense.