Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q1 2025 (March 31)51holders +2
6new positions
4sold out
$16.90avg. 13F price*
At the end of Q1 2025, 51 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($9.6M), UBS Group AG ($6.9M) and Raymond James Financial Inc. ($5.9M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.8M |
| Exits | 4 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 216,641 shares bought and 581,801 shares sold, net −365,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Wells Fargo & Company | 0.00% | Add +4.2% | 565,633 | $9.6M |
| UBS Group AG | 0.00% | Reduce -8.3% | 409,651 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 351,169 | $5.9M |
| Invesco Ltd. | 0.00% | Reduce -8.6% | 274,829 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -1.0% | 233,072 | $3.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -24.7% | 224,574 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 212,035 | $3.6M |
| LPL Financial LLC | 0.00% | Add +16.0% | 157,845 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.1% | 131,255 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | New | 85,034 | $1.4M |
| 1607 Capital Partners, LLC | 0.11% | Reduce -62.4% | 78,436 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 68,088 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 65,405 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.2% | 62,377 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 57,247 | $967K |
| Fortem Financial Group, LLC | 0.36% | Add +43.5% | 54,533 | $922K |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 51,415 | $869K |
| Shulman DeMeo Asset Management LLC | 0.22% | Reduce -0.5% | 46,859 | $792K |
| Tyche Wealth Partners LLC | 0.16% | No change | 43,173 | $730K |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 41,407 | $700K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.3% | 38,391 | $649K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 26,090 | $441K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.8% | 25,005 | $423K |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 20,933 | $354K |
| IFP Advisors, Inc | 0.01% | Add +1993.0% | 20,930 | $354K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 17,985 | $304K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.7% | 17,859 | $302K |
| Diversify Advisory Services, LLC | 0.02% | No change | 16,469 | $272K |
| Prospera Financial Services Inc | 0.01% | No change | 14,400 | $243K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 13,625 | $230K |
| Aviance Capital Partners, LLC | 0.03% | No change | 12,411 | $210K |
| Bank of Montreal | 0.00% | No change | 12,400 | $210K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,585 | $179K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 5,861 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,475 | $93K |
| Private Trust Co. NA | 0.01% | New | 3,240 | $55K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,643 | $45K |
| South Plains Financial, Inc. | 0.03% | No change | 2,500 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $34K |
| FNY Investment Advisers, LLC | 0.02% | New | 2,000 | $33K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,778 | $30K |
| Larson Financial Group LLC | 0.00% | Reduce -22.2% | 1,400 | $24K |
| Allworth Financial LP | 0.00% | No change | 1,342 | $22K |
| Comerica Bank | 0.00% | No change | 1,000 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 757 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 375 | $6K |
| West Branch Capital LLC | 0.00% | New | 250 | $4K |
| Kentucky Trust Co | 0.00% | No change | 240 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 159 | $3K |
"% 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.