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Laird Norton Wetherby Trust Company’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Laird Norton Wetherby Trust Company’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
Q1 		$186K Buy
+11,560
New +$203K ﹤0.01% 976

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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SPXX Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 11,560 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 11,560 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $186K as of Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new Laird Norton Wetherby Trust Company position in Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #976 holding.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.