LPL Financial’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.45M Buy
250,586
+92,741
+59% +$1.65M ﹤0.01% 2405
2025
Q1
$2.67M Buy
157,845
+21,728
+16% +$367K ﹤0.01% 2686
2024
Q4
$2.42M Buy
136,117
+14,654
+12% +$260K ﹤0.01% 2678
2024
Q3
$2.04M Buy
121,463
+5,959
+5% +$100K ﹤0.01% 2698
2024
Q2
$1.89M Sell
115,504
-14,679
-11% -$240K ﹤0.01% 2630
2024
Q1
$2.04M Sell
130,183
-6,998
-5% -$110K ﹤0.01% 2510
2023
Q4
$2.06M Sell
137,181
-24,956
-15% -$375K ﹤0.01% 2363
2023
Q3
$2.4M Buy
162,137
+464
+0.3% +$6.88K ﹤0.01% 2145
2023
Q2
$2.54M Buy
161,673
+1,851
+1% +$29K ﹤0.01% 2042
2023
Q1
$2.49M Sell
159,822
-59
-0% -$919 ﹤0.01% 1966
2022
Q4
$2.58M Buy
159,881
+3,495
+2% +$56.3K ﹤0.01% 1893
2022
Q3
$2.35M Sell
156,386
-14,414
-8% -$216K ﹤0.01% 1854
2022
Q2
$2.68M Buy
170,800
+47,500
+39% +$744K ﹤0.01% 1799
2022
Q1
$2.22M Buy
123,300
+1,154
+0.9% +$20.7K ﹤0.01% 1981
2021
Q4
$2.27M Buy
122,146
+14,539
+14% +$270K ﹤0.01% 1984
2021
Q3
$1.84M Buy
107,607
+7,061
+7% +$121K ﹤0.01% 2110
2021
Q2
$1.82M Buy
100,546
+1,516
+2% +$27.5K ﹤0.01% 2049
2021
Q1
$1.64M Sell
99,030
-33,229
-25% -$549K ﹤0.01% 1989
2020
Q4
$2.02M Buy
132,259
+45,616
+53% +$695K ﹤0.01% 1665
2020
Q3
$1.15M Sell
86,643
-15,251
-15% -$203K ﹤0.01% 1818
2020
Q2
$1.31M Buy
101,894
+19,888
+24% +$255K ﹤0.01% 1622
2020
Q1
$950K Sell
82,006
-1,387
-2% -$16.1K ﹤0.01% 1642
2019
Q4
$1.37M Buy
83,393
+5,587
+7% +$92K ﹤0.01% 1622
2019
Q3
$1.2M Buy
77,806
+661
+0.9% +$10.2K ﹤0.01% 1597
2019
Q2
$1.22M Buy
77,145
+13,816
+22% +$218K ﹤0.01% 1595
2019
Q1
$980K Buy
63,329
+17,411
+38% +$269K ﹤0.01% 1660
2018
Q4
$645K Buy
45,918
+4,927
+12% +$69.2K ﹤0.01% 1834
2018
Q3
$693K Buy
40,991
+4,454
+12% +$75.3K ﹤0.01% 1953
2018
Q2
$610K Sell
36,537
-1,303
-3% -$21.8K ﹤0.01% 2007
2018
Q1
$647K Buy
37,840
+6,410
+20% +$110K ﹤0.01% 1917
2017
Q4
$544K Buy
31,430
+6,620
+27% +$115K ﹤0.01% 1987
2017
Q3
$388K Sell
24,810
-72
-0.3% -$1.13K ﹤0.01% 2135
2017
Q2
$382K Sell
24,882
-211,878
-89% -$3.25M ﹤0.01% 2091
2017
Q1
$3.49M Buy
236,760
+156,811
+196% +$2.31M 0.02% 565
2016
Q4
$1.15M Buy
79,949
+19,239
+32% +$277K 0.01% 1127
2016
Q3
$820K Buy
60,710
+1,998
+3% +$27K 0.01% 1350
2016
Q2
$807K Sell
58,712
-101,198
-63% -$1.39M 0.01% 1314
2016
Q1
$2.09M Buy
159,910
+42,178
+36% +$551K 0.01% 1179
2015
Q4
$1.58M Buy
117,732
+72,910
+163% +$978K ﹤0.01% 1325
2015
Q3
$594K Buy
44,822
+184
+0.4% +$2.44K ﹤0.01% 1647
2015
Q2
$610K Sell
44,638
-1,114
-2% -$15.2K ﹤0.01% 1744
2015
Q1
$638K Buy
45,752
+2,980
+7% +$41.6K ﹤0.01% 1678
2014
Q4
$612K Sell
42,772
-3,434
-7% -$49.1K ﹤0.01% 1628
2014
Q3
$645K Buy
46,206
+1,264
+3% +$17.6K ﹤0.01% 1593
2014
Q2
$650K Buy
44,942
+370
+0.8% +$5.35K ﹤0.01% 1612
2014
Q1
$632K Sell
44,572
-1,362
-3% -$19.3K ﹤0.01% 1564
2013
Q4
$649K Sell
45,934
-1,325
-3% -$18.7K ﹤0.01% 1548
2013
Q3
$657K Buy
47,259
+669
+1% +$9.3K ﹤0.01% 1450
2013
Q2
$643K Buy
+46,590
New +$643K ﹤0.01% 1394