Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q2 2024 (June 30)53holders +1
5new positions
4sold out
$16.35avg. 13F price*
At the end of Q2 2024, 53 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($9.0M), UBS Group AG ($7.1M) and Raymond James Financial Services Advisors, Inc. ($4.6M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $586K |
| Exits | 4 | $609K |
All 13F filers, Q1 2024 → Q2 2024: 243,053 shares bought and 201,045 shares sold, net +42,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 551,027 | $9.0M |
| UBS Group AG | 0.00% | Add +1.8% | 433,913 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.5% | 280,894 | $4.6M |
| Guggenheim Capital LLC | 0.03% | Add +7.8% | 279,211 | $4.6M |
| 1607 Capital Partners, LLC | 0.36% | Add +181.3% | 244,771 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -3.0% | 236,970 | $3.9M |
| Invesco Ltd. | 0.00% | Reduce -5.6% | 230,040 | $3.8M |
| Shaker Financial Services, LLC | 1.50% | Reduce -19.1% | 223,364 | $3.7M |
| Cornerstone Advisors, LLC | 0.14% | No change | 216,433 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -4.3% | 193,589 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.0% | 134,991 | $2.2M |
| Wolverine Asset Management LLC | 0.19% | Reduce -6.5% | 117,617 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -11.3% | 115,504 | $1.9M |
| Bank of America Corp. | 0.00% | Add +12.7% | 64,808 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 64,573 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 60,243 | $984K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -14.0% | 57,755 | $943K |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -35.6% | 48,111 | $786K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 47,870 | $782K |
| Shulman DeMeo Asset Management LLC | 0.20% | Reduce -0.1% | 47,159 | $770K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 46,976 | $767K |
| Tyche Wealth Partners LLC | 0.17% | Add +0.1% | 41,909 | $684K |
| Ameriprise Financial Inc. | 0.00% | Add +12.7% | 40,332 | $659K |
| Fortem Financial Group, LLC | 0.27% | Add +27.6% | 38,004 | $621K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 26,090 | $426K |
| Raymond James & Associates | 0.00% | Reduce -2.8% | 25,396 | $415K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.7% | 25,379 | $414K |
| Ionic Capital Management LLC | 0.25% | No change | 19,142 | $313K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 18,226 | $298K |
| Diversify Advisory Services, LLC | 0.01% | No change | 16,469 | $272K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 16,253 | $265K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 15,926 | $260K |
| Susquehanna International Group, LLP | 0.00% | New | 15,541 | $254K |
| LVZ, Inc. | 0.03% | No change | 14,753 | $241K |
| Prospera Financial Services Inc | 0.01% | New | 14,712 | $240K |
| Bank of Montreal | 0.00% | No change | 12,400 | $219K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.7% | 12,170 | $199K |
| Western Wealth Management, LLC | 0.01% | Reduce -24.8% | 10,231 | $167K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 5,952 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,475 | $89K |
| Fairman Group, LLC | 0.07% | New | 4,000 | $66K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,843 | $63K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,250 | $53K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $33K |
| Comerica Bank | 0.00% | No change | 1,930 | $32K |
| Allworth Financial LP | 0.00% | No change | 1,342 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.2% | 1,304 | $21K |
| IFP Advisors, Inc | 0.00% | New | 1,000 | $16K |
| Mather Group, Llc. | 0.00% | New | 583 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 611 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.4% | 10 | $165 |
| JPMorgan Chase & Co. | 0.00% | No change | 6 | $98 |
"% 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.