Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q1 2024 (March 31)52holders
1famous investor
$15.70avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings. The largest holders were Wells Fargo & Company ($8.7M), UBS Group AG ($6.7M) and Shaker Financial Services, LLC ($4.4M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 5 | $4.8M |
Ownership 52 holders
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 552,420 | $8.7M |
| UBS Group AG | 0.00% | Add +1.6% | 426,396 | $6.7M |
| Shaker Financial Services, LLC | 1.71% | Add +47.8% | 275,950 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.8% | 279,543 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +7.6% | 258,897 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +10.7% | 244,363 | $3.8M |
| Invesco Ltd. | 0.00% | Reduce -0.5% | 243,784 | $3.8M |
| Cornerstone Advisors, LLC | 0.14% | Reduce -0.9% | 216,433 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 202,400 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 135,001 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 130,183 | $2.0M |
| Wolverine Asset Management LLC | 0.17% | Add +140.5% | 125,837 | $2.0M |
| 1607 Capital Partners, LLC | 0.11% | New | 87,002 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +20.9% | 74,680 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 69,455 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -37.4% | 67,170 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.6% | 60,543 | $949K |
| Bank of America Corp. | 0.00% | Reduce -33.1% | 57,520 | $901K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 47,823 | $749K |
| Private Advisor Group, LLC | 0.01% | Add +27.2% | 47,741 | $748K |
| Shulman DeMeo Asset Management LLC | 0.20% | Reduce -0.4% | 47,214 | $740K |
| Tyche Wealth Partners LLC | 0.16% | Reduce -6.2% | 41,858 | $656K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 35,790 | $561K |
| Fortem Financial Group, LLC | 0.20% | Add +4.7% | 29,791 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 26,907 | $422K |
| Raymond James & Associates | 0.00% | Reduce -2.1% | 26,121 | $409K |
| GPS Wealth Strategies Group, LLC | 0.07% | No change | 26,090 | $409K |
| Fisher Asset Management | 0.00% | New | 21,122 | $331K |
| Ionic Capital Management LLC | 0.25% | Reduce -39.6% | 19,142 | $300K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 18,226 | $286K |
| Diversify Advisory Services, LLC | 0.02% | — | 16,469 | $259K |
| Cetera Investment Advisers | 0.00% | New | 16,208 | $254K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 16,072 | $252K |
| LVZ, Inc. | 0.03% | No change | 14,753 | $231K |
| Western Wealth Management, LLC | 0.02% | No change | 13,597 | $213K |
| Bank of Montreal | 0.00% | New | 12,400 | $212K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 12,712 | $199K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.7% | 12,090 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,304 | $114K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 5,967 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,475 | $86K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,843 | $60K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,250 | $51K |
| TrinityBridge Ltd | 0.00% | No change | 3,034 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $31K |
| FNY Investment Advisers, LLC | 0.02% | New | 2,000 | $31K |
| Comerica Bank | 0.00% | Reduce -3.5% | 1,930 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,585 | $25K |
| Allworth Financial LP | 0.00% | No change | 1,342 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 611 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.8% | 6 | $94 |
"% of holder's portfolio" is XSSPX's weight in each manager's 13F, not the share of Nuveen S&P 500 Dynam Overwr the manager owns.