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Baystate Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$12.8K Buy
849
+32
+4% +$467 ﹤0.01% 671
2023
Q3 		$12.1K Buy
+817
New +$12.6K ﹤0.01% 544

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Baystate Wealth Management's SPXX Position: Q4 2023 in Review

Baystate Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 3.9% in Q4 2023, buying an estimated $467 and bringing the position to 849 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Baystate Wealth Management first reported a position in SPXX in Q3 2023 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SPXX as of Q4 2023.

  • Baystate Wealth Management held 849 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $12.8K as of Q4 2023.
  • Baystate Wealth Management bought 32 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2023, an estimated $467.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #671 holding.
  • Baystate Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2023 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.