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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
Q2 		$220K Hold
11,560
– – ﹤0.01% 975
2026
Q1 		$186K Buy
+11,560
New +$203K ﹤0.01% 976

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SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SPXX Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 11,560 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Laird Norton Wetherby Trust Company first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 11,560 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $220K as of Q2 2026.
  • Laird Norton Wetherby Trust Company 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 Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #975 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.