Cambridge Investment Research Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.54M | Buy |
593,941
+480,962
| +426% | +$8.44M | 0.02% | 639 |
|
|
2025
Q4 | $2.04M | Sell |
112,979
-12,809
| -10% | -$226K | 0.01% | 1505 |
|
|
2025
Q3 | $2.2M | Buy |
125,788
+1,027
| +0.8% | +$18.4K | 0.01% | 1432 |
|
|
2025
Q2 | $2.21M | Sell |
124,761
-6,494
| -5% | -$109K | 0.01% | 1360 |
|
|
2025
Q1 | $2.22M | Sell |
131,255
-9,999
| -7% | -$177K | 0.01% | 1276 |
|
|
2024
Q4 | $2.51M | Buy |
141,254
+5,231
| +4% | +$89.8K | 0.01% | 1197 |
|
|
2024
Q3 | $2.28M | Buy |
136,023
+1,032
| +0.8% | +$16.9K | 0.01% | 1247 |
|
|
2024
Q2 | $2.2M | Sell |
134,991
-10
| -0% | -$157 | 0.01% | 1221 |
|
|
2024
Q1 | $2.12M | Buy |
135,001
+131
| +0.1% | +$2K | 0.01% | 1226 |
|
|
2023
Q4 | $2.03M | Buy |
134,870
+3,368
| +3% | +$49.2K | 0.01% | 1190 |
|
|
2023
Q3 | $1.95M | Buy |
131,502
+3,812
| +3% | +$58.6K | 0.01% | 1149 |
|
|
2023
Q2 | $2M | Sell |
127,690
-9
| -0% | -$139 | 0.01% | 1175 |
|
|
2023
Q1 | $1.99M | Buy |
127,699
+1,479
| +1% | +$23.2K | 0.01% | 1122 |
|
|
2022
Q4 | $2.04M | Buy |
126,220
+320
| +0.3% | +$5.32K | 0.01% | 1069 |
|
|
2022
Q3 | $1.89M | Buy |
125,900
+7,001
| +6% | +$112K | 0.01% | 1070 |
|
|
2022
Q2 | $1.86M | Buy |
118,899
+27,519
| +30% | +$453K | 0.01% | 1079 |
|
|
2022
Q1 | $1.64M | Sell |
91,380
-21,880
| -19% | -$383K | 0.01% | 1259 |
|
|
2021
Q4 | $2.11M | Buy |
113,260
+3,724
| +3% | +$66.6K | 0.01% | 1115 |
|
|
2021
Q3 | $1.87M | Buy |
109,536
+1
| +0% | +$18 | 0.01% | 1140 |
|
|
2021
Q2 | $1.98M | Buy |
109,535
+19,401
| +22% | +$340K | 0.01% | 1130 |
|
|
2021
Q1 | $1.49M | Buy |
90,134
+21,272
| +31% | +$333K | 0.01% | 1180 |
|
|
2020
Q4 | $1.05M | Buy |
68,862
+34,943
| +103% | +$495K | 0.01% | 1270 |
|
|
2020
Q3 | $452K | Buy |
33,919
+17,394
| +105% | +$234K | ﹤0.01% | 1669 |
|
|
2020
Q2 | $212K | Buy |
16,525
+5,785
| +54% | +$73.1K | ﹤0.01% | 2139 |
|
|
2020
Q1 | $124K | Sell |
10,740
-12,700
| -54% | -$190K | ﹤0.01% | 2069 |
|
|
2019
Q4 | $386K | Buy |
23,440
+755
| +3% | +$12K | ﹤0.01% | 1753 |
|
|
2019
Q3 | $349K | Sell |
22,685
-100
| -0.4% | -$1.63K | ﹤0.01% | 1724 |
|
|
2019
Q2 | $360K | Buy |
+22,785
| New | +$357K | ﹤0.01% | 1636 |
|
|
2019
Q1 | – | Sell |
-44,914
| Closed | -$631K | – | 2350 |
|
|
2018
Q4 | $631K | Buy |
+44,914
| New | +$696K | 0.01% | 1199 |
|
|
2018
Q1 | – | Sell |
-10,964
| Closed | -$190K | – | 2229 |
|
|
2017
Q4 | $190K | Buy |
10,964
+114
| +1% | +$1.86K | ﹤0.01% | 1945 |
|
|
2017
Q3 | $170K | Buy |
10,850
+294
| +3% | +$4.52K | ﹤0.01% | 1859 |
|
|
2017
Q2 | $162K | Buy |
+10,556
| New | +$163K | ﹤0.01% | 1795 |
|
Other funds holding SPXX
SCM
AAM