NewEdge 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 | $2.18M | Buy |
135,662
+133,019
| +5,033% | +$2.33M | 0.01% | 1064 |
|
|
2025
Q4 | $47.7K | Hold |
2,643
| – | – | ﹤0.01% | 2973 |
|
|
2025
Q3 | $46.2K | Hold |
2,643
| – | – | ﹤0.01% | 2851 |
|
|
2025
Q2 | $46.9K | Hold |
2,643
| – | – | ﹤0.01% | 2682 |
|
|
2025
Q1 | $44.7K | Hold |
2,643
| – | – | ﹤0.01% | 2587 |
|
|
2024
Q4 | $46.9K | Hold |
2,643
| – | – | ﹤0.01% | 2542 |
|
|
2024
Q3 | $44.4K | Sell |
2,643
-1,200
| -31% | -$19.7K | ﹤0.01% | 2475 |
|
|
2024
Q2 | $62.8K | Hold |
3,843
| – | – | ﹤0.01% | 2273 |
|
|
2024
Q1 | $60.2K | Hold |
3,843
| – | – | ﹤0.01% | 2250 |
|
|
2023
Q4 | $57.8K | Hold |
3,843
| – | – | ﹤0.01% | 2186 |
|
|
2023
Q3 | $57K | Hold |
3,843
| – | – | ﹤0.01% | 2057 |
|
|
2023
Q2 | $60.3K | Buy |
3,843
+583
| +18% | +$9K | ﹤0.01% | 2031 |
|
|
2023
Q1 | $50.8K | Sell |
3,260
-300
| -8% | -$4.7K | ﹤0.01% | 1988 |
|
|
2022
Q4 | $4.89K | Buy |
+3,560
| New | +$59.2K | ﹤0.01% | 2602 |
|
|
2019
Q4 | – | Sell |
-14,140
| Closed | -$218K | – | 866 |
|
|
2019
Q3 | $218K | Sell |
14,140
-185
| -1% | -$3.01K | 0.01% | 732 |
|
|
2019
Q2 | $226K | Sell |
14,325
-1,558
| -10% | -$24.4K | 0.01% | 593 |
|
|
2019
Q1 | $246K | Sell |
15,883
-13,929
| -47% | -$211K | 0.02% | 578 |
|
|
2018
Q4 | $419 | Sell |
29,812
-14,893
| -33% | -$231K | 0.03% | 411 |
|
|
2018
Q3 | $756K | Buy |
44,705
+30,890
| +224% | +$523K | 0.06% | 273 |
|
|
2018
Q2 | $233 | Sell |
13,815
-4
| -0% | -$72 | 0.02% | 476 |
|
|
2018
Q1 | $239K | Buy |
13,819
+239
| +2% | +$4.23K | 0.03% | 415 |
|
|
2017
Q4 | $239K | Buy |
13,580
+702
| +5% | +$11.5K | 0.03% | 357 |
|
|
2017
Q3 | $202K | Sell |
12,878
-1,800
| -12% | -$27.7K | 0.03% | 359 |
|
|
2017
Q2 | $224K | Buy |
14,678
+3,870
| +36% | +$59.6K | 0.04% | 297 |
|
|
2017
Q1 | $161K | Buy |
+10,808
| New | +$161K | 0.04% | 262 |
|
Other funds holding SPXX
SCM
AAM