SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on SPXX
| date | signal | measured base rate |
|---|---|---|
| 2026-08-03 | Breakout to a 52-week high price | -1.00% over 21 days · t = -8.58 · n = 24,386 statistically distinguishable from its control group |
| 2026-07-17 | Short volume far above its own normal short | -0.76% over 21 days · t = -2.79 · n = 5,897 statistically distinguishable from its control group |
| 2026-05-29 | Breakout to a 52-week high price | -1.00% over 21 days · t = -8.58 · n = 24,386 statistically distinguishable from its control group |
| 2026-05-22 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-05-15 | Institutional holders jumped in a quarter ownership | -0.52% over 21 days · t = -0.38 · n = 1,553 not distinguishable from its control group |
| 2026-04-01 | Volume shock without a price move price | -1.33% over 21 days · t = -4.53 · n = 16,432 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 196.5M | 12.2M |
| WELLS FARGO & COMPANY/MN | 42.2M | 2.6M |
| LPL Financial LLC | 31.7M | 2.0M |
| Invesco Ltd. | 31.3M | 1.9M |
| UBS Group AG | 30.3M | 1.9M |
| RAYMOND JAMES FINANCIAL INC | 29.5M | 1.8M |
| Allspring Global Investments Holdings, LLC | 26.1M | 1.6M |
| Saba Capital Management, L.P. | 24.7M | 1.5M |
| BANK OF AMERICA CORP /DE/ | 21.3M | 1.3M |
| Advisors Asset Management, Inc. | 19.2M | 1.2M |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| 40-17G | 2026-07-16 | — | on EDGAR ↗ |
| POS EX | 2026-06-17 | — | on EDGAR ↗ |
| NPORT-P | 2026-05-28 | 2026-03-31 | on EDGAR ↗ |
| SCHEDULE 13G | 2026-05-12 | — | on EDGAR ↗ |
| SCHEDULE 13G/A | 2026-04-30 | — | on EDGAR ↗ |
| SCHEDULE 13G | 2026-04-07 | — | on EDGAR ↗ |
| N-CEN | 2026-03-16 | 2025-12-31 | on EDGAR ↗ |
| N-CSR | 2026-03-06 | 2025-12-31 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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