SPXX Nuveen S&P 500 Dynamic Overwrite Fund

NYSE · N/A
$19.09
Price · Aug 19, 2026
52W Range
$16–$19
92% of range
Analyst Rating
STRONG BUY
7 analysts
Price Target
—
P/E (TTM)
—
ROE
—
Net Profit Margin
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SPXX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$19.09
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$16 – $19

SPXX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SPXX
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SPXX
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SPXX
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SPXX
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SPXX
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SPXX
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
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Payout Ratio
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5Y Div CAGR
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Ex-dateAmount
June 15, 2026$0.4220
March 13, 2026$0.3380
Dec. 15, 2025$0.3380
Sept. 15, 2025$0.3380
June 13, 2025$0.3380
March 14, 2025$0.3380
Dec. 13, 2024$0.3380
Sept. 13, 2024$0.2940
June 14, 2024$0.2940
March 14, 2024$0.2940
Dec. 14, 2023$0.2940
Sept. 14, 2023$0.2940
June 14, 2023$0.2940
March 14, 2023$0.2940
Dec. 14, 2022$0.2940
Sept. 14, 2022$0.2940
June 14, 2022$0.2940
March 14, 2022$0.2940
Dec. 14, 2021$0.2450
Sept. 14, 2021$0.2450

SPXX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 7 analysts
  • Strong Buy 3 42.9%
  • Buy 3 42.9%
  • Hold 1 14.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Next Report
Aug 31, 2026

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Institutional owners (13F) 232 filers · $442.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
24 (-150 vs prior Q) 18 (+13 vs prior Q) 61 (+17 vs prior Q) 89 (+87 vs prior Q) +2.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Saba Capital Management, L.P. $44,139,930 2,368,022 9.99% Shares
LPL Financial LLC $37,225,467 1,997,074 8.42% Shares
Allspring Global Investments Holdings, LLC $36,378,700 1,951,647 8.23% Shares
UBS Group AG $33,370,614 1,790,269 7.55% Shares
BANK OF AMERICA CORP /DE/ $24,184,853 1,297,471 5.47% Shares
GUGGENHEIM CAPITAL LLC $17,421,708 934,641 3.94% Shares
WELLS FARGO & COMPANY/MN $14,324,345 768,473 3.24% Shares
OSAIC HOLDINGS, INC. $10,673,911 572,626 2.41% Shares
ROYAL BANK OF CANADA $8,388,000 450,007 1.90% Shares
STIFEL FINANCIAL CORP $7,933,809 425,634 1.79% Shares
ABSOLUTE INVESTMENT ADVISERS, LLC $7,865,819 421,986 1.78% Shares
AMERIPRISE FINANCIAL INC $7,837,979 420,492 1.77% Shares
RAYMOND JAMES FINANCIAL INC $7,471,715 400,843 1.69% Shares
GatePass Capital, LLC $6,895,868 369,950 1.56% Shares
Twelve Points Wealth Management LLC $6,432,996 345,118 1.46% Shares
Almitas Capital LLC $6,093,546 326,907 1.38% Shares
Capital Investment Advisors, LLC $5,523,608 296,331 1.25% Shares
Shaker Financial Services, LLC $4,968,917 257,328 1.12% Shares
MORGAN STANLEY $4,599,156 246,735 1.04% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,520,870 242,536 1.02% Shares
Cetera Investment Advisers $4,277,028 229,454 0.97% Shares
Logan Stone Capital, LLC $4,264,683 228,792 0.96% Shares
&PARTNERS $3,831,791 205,568 0.87% Shares
WOLVERINE ASSET MANAGEMENT LLC $3,774,097 202,473 0.85% Shares
MONECO ADVISORS, LLC $3,704,704 198,750 0.84% Shares
Bulldog Investors, LLP $3,496,342 187,572 0.79% Shares
Quarry LP $3,302,467 177,171 0.75% Shares
Sage Capital Management, LLC $3,105,161 166,576 0.70% Shares
Altium Capital Management LLC $2,933,843 157,395 0.66% Shares
1607 Capital Partners, LLC $2,907,635 155,989 0.66% Shares
Shulman DeMeo Asset Management LLC $2,824,924 151,552 0.64% Shares
MML INVESTORS SERVICES, LLC $2,808,943 150,694 0.64% Shares
TWO SIGMA INVESTMENTS, LP $2,637,672 141,506 0.60% Shares
NewEdge Advisors, LLC $2,593,242 139,122 0.59% Shares
Advisory Advocates, LLC $2,508,925 134,599 0.57% Shares
ENVESTNET ASSET MANAGEMENT INC $2,503,260 134,295 0.57% Shares
FORTEM FINANCIAL GROUP, LLC $2,348,603 125,998 0.53% Shares
Invesco Ltd. $2,150,087 115,348 0.49% Shares
PMG Family Office LLC $2,132,046 111,852 0.48% Shares
Cypress Capital Management LLC (WY) $2,094,815 110,380 0.47% Shares
Focus Partners Wealth $2,044,458 109,643 0.46% Shares
LIGHTHOUSE FINANCIAL SERVICES INC /ADV $2,023,487 108,498 0.46% Shares
Kestra Advisory Services, LLC $1,942,636 104,219 0.44% Shares
Prospera Financial Services Inc $1,897,666 101,811 0.43% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,836,879 98,545 0.42% Shares
TPG Advisors LLC $1,814,567 97,348 0.41% Shares
Private Advisor Group, LLC $1,764,636 94,669 0.40% Shares
FORTERIS WEALTH MANAGEMENT INC. $1,683,472 90,315 0.38% Shares
D.A. DAVIDSON & CO. $1,670,554 89,622 0.38% Shares
FIFTH THIRD BANCORP $1,452,253 77,911 0.33% Shares
Integrated Wealth Concepts LLC $1,425,998 76,502 0.32% Shares
Ionic Capital Management LLC $1,423,518 76,369 0.32% Shares
ISLAY CAPITAL MANAGEMENT, LLC $1,416,342 75,984 0.32% Shares
HighTower Advisors, LLC $1,411,789 75,740 0.32% Shares
Moors & Cabot, Inc. $1,399,978 75,106 0.32% Shares
ASHTON THOMAS SECURITIES, LLC $1,272,180 68,250 0.29% Shares
Dynamic Advisor Solutions LLC $1,236,876 66,356 0.28% Shares
Patten Group, Inc. $1,225,897 65,767 0.28% Shares
Allworth Financial LP $1,219,379 65,417 0.28% Shares
Tyche Wealth Partners LLC $1,209,825 64,905 0.27% Shares
DAVENPORT & Co LLC $1,143,974 61,372 0.26% Shares
High Point Wealth Management, LLC $1,120,631 60,120 0.25% Shares
Advisors Asset Management, Inc. $1,109,109 62,485 0.25% Shares
Blake Schutter Theil Wealth Advisors, LLC $1,069,507 57,377 0.24% Shares
Compound Planning, Inc. $1,066,174 57,198 0.24% Shares
TRUIST FINANCIAL CORP $1,064,682 57,118 0.24% Shares
Baird Financial Group, Inc. $1,031,649 55,346 0.23% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $978,973 52,520 0.22% Shares
PUFF WEALTH MANAGEMENT, LLC $955,559 51,264 0.22% Shares
SIMS INVESTMENT MANAGEMENT, LLC $940,612 50,462 0.21% Shares
IMC-Chicago, LLC $936,716 50,253 0.21% Shares
Rockefeller Capital Management L.P. $884,618 47,458 0.20% Shares
Richmond Investment Services, LLC $859,380 46,104 0.19% Shares
Steward Partners Investment Advisory, LLC $838,108 44,963 0.19% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $822,266 44,113 0.19% Shares
XTX Topco Ltd $808,920 43,397 0.18% Shares
Alteri Wealth LLC $806,329 43,258 0.18% Shares
Leo Wealth, LLC $801,154 49,854 0.18% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $783,990 42,037 0.18% Shares
Venture Visionary Partners LLC $777,363 41,704 0.18% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $766,924 41,144 0.17% Shares
Western Wealth Management, LLC $755,613 40,537 0.17% Shares
UMB Bank, n.a. $742,338 39,825 0.17% Shares
IFP Advisors, Inc $706,531 37,904 0.16% Shares
WORLD EQUITY GROUP, INC. $697,675 37,429 0.16% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $687,167 37,084 0.16% Shares
Diversify Advisory Services, LLC $687,167 37,084 0.16% Shares
Calamos Advisors LLC $686,362 36,822 0.16% Shares
Spire Wealth Management $683,750 36,682 0.15% Shares
LANARK FINANCIAL, INC. $680,248 36,494 0.15% Shares
Investment Partners Asset Management, Inc. $677,564 36,350 0.15% Shares
Summit Financial, LLC $673,817 35,913 0.15% Shares
CHOREO, LLC $663,127 34,753 0.15% Shares
Focused Wealth Management, Inc $653,723 35,071 0.15% Shares
Sanctuary Advisors, LLC $641,104 34,394 0.15% Shares
CAPTRUST FINANCIAL ADVISORS $619,407 33,230 0.14% Shares
World Investment Advisors $610,825 35,955 0.14% Shares
Pflug Koory, LLC $609,304 32,688 0.14% Shares
DECISION INVESTMENTS, INC $606,676 32,547 0.14% Shares
Closed-End Fund Advisors, Inc. $552,285 29,629 0.12% Shares

Company insiders 3 insiders · 0 officers · 0 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Nuveen Fund Advisors, LLC — April 13, 2017 S 0 0 0 $0
William J Schneider — May 8, 2015 S 5,600 0 0 $0
Kenneth H Toft — Oct. 25, 2013 P 2,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 2 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 4.32% 1,837,882 Aug. 8, 2026 Daily
CEFS · Exchange Listed Funds Trust 2.36% 539,407 NS May 31, 2026 N-PORT