Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) — Institutional Holders, Q2 2025

1 institutional investment managers reported a SPXX position on SEC Form 13F-HR for the quarter ended June 30, 2025, with a combined reported value of $13.7K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

SPXX 13F holders ranked 1–1 of 1

Institutional investors reporting a position in Nuveen S&P 500 Dynamic Overwrite Fund on SEC Form 13F-HR for Q2 2025, ranked by reported value.
InstitutionValueQoQ
Smallwood Wealth Investment Management#1 · 772 sh$13.7KNew

Source: Form 13F-HR filings on SEC EDGAR, Q2 2025. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q3 2024 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.