Barclays
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Barclays’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Barclays’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
2020
Q4 		– Sell
-142
Closed -$2K – 5136
2020
Q3 		$2K Buy
+142
New +$1.91K ﹤0.01% 5132

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Barclays's SPXX Position: Q4 2020 in Review

Barclays sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2020, closing a stake of 142 shares — an estimated $2K sold.

Barclays first reported a position in SPXX in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 56 funds tracked by Wall St. Rank hold SPXX as of Q4 2020.

  • Barclays reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2020 after selling out during the quarter.
  • Barclays sold 142 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2020, an estimated $2K.
  • Barclays first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and held it in 1 quarter.
  • Barclays's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $2K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.