SPF
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South Plains Financial’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

South Plains Financial’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
2025
Q2 		– Sell
-2,500
Closed -$42.2K – 237
2025
Q1 		$42.2K Hold
2,500
– – 0.03% 158
2024
Q4 		$44.4K Buy
+2,500
New +$42.9K 0.03% 169

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

South Plains Financial's SPXX Position: Q2 2025 in Review

South Plains Financial sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2025, closing a stake of 2,500 shares — an estimated $42.2K sold.

South Plains Financial first reported a position in SPXX in Q4 2024 and held it in 2 quarters. The position peaked at $44.4K in Q4 2024. 49 funds tracked by Wall St. Rank hold SPXX as of Q2 2025.

  • South Plains Financial reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • South Plains Financial sold 2,500 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2025, an estimated $42.2K.
  • South Plains Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and held it in 2 quarters.
  • South Plains Financial's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $44.4K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2025.

Based on South Plains Financial's 13F filing for Q2 2025, filed 12 Aug 2025.