Bank of New York Mellon
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Bank of New York Mellon’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bank of New York Mellon’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,772
Closed -$191K – 4257
2025
Q2 		$191K Buy
+10,772
New +$181K ﹤0.01% 3998

Other funds holding SPXX

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of New York Mellon's SPXX Position: Q3 2025 in Review

Bank of New York Mellon sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2025, closing a stake of 10,772 shares — an estimated $191K sold.

Bank of New York Mellon first reported a position in SPXX in Q2 2025 and held it in 1 quarter. The position peaked at $191K in Q2 2025. 53 funds tracked by Wall St. Rank hold SPXX as of Q3 2025.

  • Bank of New York Mellon reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 10,772 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2025, an estimated $191K.
  • Bank of New York Mellon first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2025 and held it in 1 quarter.
  • Bank of New York Mellon's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $191K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2025.

Based on Bank of New York Mellon's 13F filing for Q3 2025, filed 3 Nov 2025.