Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q2 2025 (June 30)49holders −2
7new positions
7sold out
$17.74avg. 13F price*
At the end of Q2 2025, 49 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, down 2 from Q1 2025. 7 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($9.9M), UBS Group AG ($7.0M) and Raymond James Financial Inc. ($6.1M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 7 | $5.5M |
All 13F filers, Q1 2025 → Q2 2025: 323,256 shares bought and 465,320 shares sold, net −142,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 558,025 | $9.9M |
| UBS Group AG | 0.00% | Reduce -3.4% | 395,558 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 344,245 | $6.1M |
| Invesco Ltd. | 0.00% | Add +9.2% | 300,086 | $5.3M |
| LPL Financial LLC | 0.00% | Add +58.8% | 250,586 | $4.4M |
| Morgan Stanley | 0.00% | Add +0.8% | 213,809 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -22.4% | 174,286 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.0% | 124,761 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +106.4% | 106,129 | $1.9M |
| Bank of America Corp. | 0.00% | Add +22.5% | 80,135 | $1.4M |
| Shaker Financial Services, LLC | 0.46% | New | 71,075 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 67,158 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.6% | 61,993 | $1.1M |
| Fortem Financial Group, LLC | 0.33% | Add +7.1% | 58,419 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -6.5% | 53,497 | $949K |
| Shulman DeMeo Asset Management LLC | 0.21% | Reduce -0.2% | 46,784 | $830K |
| Tyche Wealth Partners LLC | 0.16% | Add +3.5% | 44,681 | $793K |
| Private Advisor Group, LLC | 0.00% | Add +2.3% | 39,276 | $697K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 38,824 | $689K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -56.0% | 34,530 | $613K |
| IFP Advisors, Inc | 0.01% | Add +42.1% | 29,740 | $528K |
| GPS Wealth Strategies Group, LLC | 0.05% | No change | 26,090 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 25,095 | $445K |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 20,198 | $358K |
| Allworth Financial LP | 0.00% | Add +1331.1% | 19,205 | $341K |
| Truist Financial Corp. | 0.00% | Add +5.9% | 19,046 | $338K |
| Diversify Advisory Services, LLC | 0.01% | No change | 16,469 | $298K |
| Prospera Financial Services Inc | 0.00% | No change | 14,400 | $255K |
| Western Wealth Management, LLC | 0.02% | New | 14,368 | $255K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 13,625 | $242K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.8% | 12,504 | $222K |
| Bank of Montreal | 0.00% | No change | 12,400 | $220K |
| Bank of New York Mellon Corp | 0.00% | New | 10,772 | $191K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,585 | $188K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 5,835 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.6% | 5,225 | $93K |
| Principal Securities, Inc. | 0.00% | New | 3,200 | $57K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,643 | $47K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $35K |
| FNY Investment Advisers, LLC | 0.02% | No change | 2,000 | $35K |
| Comerica Bank | 0.00% | No change | 1,000 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +2.0% | 772 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 375 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 318 | $6K |
| 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 |
| Ameritas Advisory Services, LLC | 0.00% | New | 96 | $2K |
"% 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.