Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q3 2024 (September 30)50holders −3
3new positions
5sold out
$16.80avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, down 3 from Q2 2024. 3 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($9.4M), UBS Group AG ($7.3M) and Guggenheim Capital LLC ($4.8M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $72K |
| Exits | 5 | $642K |
All 13F filers, Q2 2024 → Q3 2024: 134,363 shares bought and 212,137 shares sold, net −77,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Wells Fargo & Company | 0.00% | Add +1.4% | 558,959 | $9.4M |
| UBS Group AG | 0.00% | Reduce -0.2% | 432,944 | $7.3M |
| Guggenheim Capital LLC | 0.03% | Add +2.8% | 287,062 | $4.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.1% | 281,157 | $4.7M |
| 1607 Capital Partners, LLC | 0.42% | Add +11.9% | 273,882 | $4.6M |
| Invesco Ltd. | 0.00% | Add +7.3% | 246,743 | $4.1M |
| Shaker Financial Services, LLC | 1.53% | Add +6.4% | 237,733 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -0.3% | 236,132 | $4.0M |
| Morgan Stanley | 0.00% | Add +6.0% | 205,159 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 136,023 | $2.3M |
| LPL Financial LLC | 0.00% | Add +5.2% | 121,463 | $2.0M |
| Cornerstone Advisors, LLC | 0.07% | Reduce -49.7% | 108,805 | $1.8M |
| Wolverine Asset Management LLC | 0.15% | Reduce -23.1% | 90,482 | $1.5M |
| Bank of America Corp. | 0.00% | Add +3.0% | 66,754 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 66,741 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +10.3% | 63,701 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.9% | 58,520 | $982K |
| Private Advisor Group, LLC | 0.01% | Add +1.7% | 47,783 | $802K |
| Shulman DeMeo Asset Management LLC | 0.19% | Reduce -0.1% | 47,122 | $791K |
| Tyche Wealth Partners LLC | 0.17% | Add +6.6% | 44,681 | $750K |
| Raymond James & Associates | 0.00% | Add +66.9% | 42,395 | $711K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.2% | 42,023 | $705K |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 41,434 | $695K |
| Fortem Financial Group, LLC | 0.26% | No change | 38,004 | $638K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 26,090 | $438K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 24,702 | $415K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -55.0% | 21,632 | $363K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.0% | 18,231 | $306K |
| Truist Financial Corp. | 0.00% | Add +13.0% | 18,002 | $302K |
| Diversify Advisory Services, LLC | 0.01% | No change | 16,469 | $279K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 16,461 | $276K |
| Prospera Financial Services Inc | 0.01% | Add +7.7% | 15,850 | $266K |
| LVZ, Inc. | 0.03% | No change | 14,753 | $248K |
| Bank of Montreal | 0.00% | No change | 12,400 | $206K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.6% | 12,248 | $206K |
| Western Wealth Management, LLC | 0.01% | Add +0.3% | 10,259 | $172K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 5,928 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,475 | $92K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.2% | 2,643 | $44K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $34K |
| FNY Investment Advisers, LLC | 0.02% | New | 2,000 | $33K |
| Comerica Bank | 0.00% | No change | 1,930 | $32K |
| Larson Financial Group LLC | 0.00% | New | 1,800 | $30K |
| Allworth Financial LP | 0.00% | No change | 1,342 | $23K |
| IFP Advisors, Inc | 0.00% | No change | 1,000 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.3% | 1,000 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 611 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 500 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 6 | $101 |
"% 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.