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FNY Investment Advisers’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

FNY Investment Advisers’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
2026
Q2 		$37K Hold
2,000
– – 0.01% 458
2026
Q1 		$32K Buy
+2,000
New +$35.1K 0.01% 420
2025
Q4 		– Sell
-2,000
Closed -$34K – 1439
2025
Q3 		$34K Hold
2,000
– – 0.01% 584
2025
Q2 		$35K Hold
2,000
– – 0.01% 473
2025
Q1 		$33K Buy
+2,000
New +$35.4K 0.02% 345
2024
Q4 		– Sell
-2,000
Closed -$33K – 922
2024
Q3 		$33K Buy
+2,000
New +$32.8K 0.02% 327
2024
Q2 		– Sell
-2,000
Closed -$31 – 791
2024
Q1 		$31 Buy
+2,000
New +$30.6K 0.02% 319
2023
Q4 		– Sell
-2,000
Closed -$29K – 760
2023
Q3 		$29K Hold
2,000
– – 0.02% 281
2023
Q2 		$31K Hold
2,000
– – 0.04% 208
2023
Q1 		$31K Buy
+2,000
New +$31.3K 0.04% 223
2022
Q4 		– Sell
-2,000
Closed -$30K – 736
2022
Q3 		$30K Hold
2,000
– – 0.02% 268
2022
Q2 		$31K Hold
2,000
– – 0.02% 280
2022
Q1 		$35K Buy
+2,000
New +$35.1K 0.03% 300
2019
Q4 		– Sell
-1,290
Closed -$19K – 1054
2019
Q3 		$19K Buy
1,290
+75
+6% +$1.22K 0.01% 532
2019
Q2 		$19K Buy
1,215
+150
+14% +$2.35K 0.01% 479
2019
Q1 		$16K Buy
+1,065
New +$16.1K 0.01% 425
2018
Q4 		– Sell
-7,943
Closed -$134K – 997
2018
Q3 		$134K Buy
7,943
+7,313
+1,161% +$124K 0.03% 236
2018
Q2 		$10K Buy
+630
New +$11.4K ﹤0.01% 451

Other funds holding SPXX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

FNY Investment Advisers's SPXX Position: Q2 2026 in Review

FNY Investment Advisers held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 2,000 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #458.

FNY Investment Advisers first reported a position in SPXX in Q2 2018 and has held it in 18 quarters since. The position peaked at $134K in Q3 2018. 31 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • FNY Investment Advisers held 2,000 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $37K as of Q2 2026.
  • FNY Investment Advisers left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #458 holding.
  • FNY Investment Advisers first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2018 and has held it in 18 quarters since.
  • FNY Investment Advisers's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $134K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.