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

Stifel 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
2026
Q3 		$8.63M Buy
466,822
+30,086
+7% +$566K 0.01% 1079
2026
Q2 		$8.14M Buy
436,736
+112,444
+35% +$1.99M 0.01% 1143
2026
Q1 		$5.21M Buy
+324,292
New +$5.69M ﹤0.01% 1325
2022
Q3 		– Sell
-14,407
Closed -$226K – 3379
2022
Q2 		$226K Sell
14,407
-5,867
-29% -$96.6K ﹤0.01% 2913
2022
Q1 		$364K Sell
20,274
-38,358
-65% -$672K ﹤0.01% 2757
2021
Q4 		$1.09M Sell
58,632
-2,157
-4% -$38.6K ﹤0.01% 2061
2021
Q3 		$1.04M Sell
60,789
-3,614
-6% -$65.2K ﹤0.01% 2069
2021
Q2 		$1.17M Sell
64,403
-3,788
-6% -$66.4K ﹤0.01% 1977
2021
Q1 		$1.13M Buy
68,191
+4,145
+6% +$64.8K ﹤0.01% 1913
2020
Q4 		$976K Sell
64,046
-2,876
-4% -$40.7K ﹤0.01% 1865
2020
Q3 		$891K Buy
66,922
+3,869
+6% +$52K ﹤0.01% 1717
2020
Q2 		$810K Sell
63,053
-35,491
-36% -$449K ﹤0.01% 1711
2020
Q1 		$1.14M Sell
98,544
-4,952
-5% -$74K ﹤0.01% 1347
2019
Q4 		$1.7M Buy
103,496
+11,416
+12% +$181K ﹤0.01% 1444
2019
Q3 		$1.42M Sell
92,080
-14,568
-14% -$237K ﹤0.01% 1530
2019
Q2 		$1.68M Sell
106,648
-3,553
-3% -$55.6K ﹤0.01% 1464
2019
Q1 		$1.71M Buy
110,201
+2,333
+2% +$35.3K ﹤0.01% 1331
2018
Q4 		$1.51M Buy
107,868
+4,331
+4% +$67.1K ﹤0.01% 1299
2018
Q3 		$1.75M Sell
103,537
-433
-0.4% -$7.34K 0.01% 1336
2018
Q2 		$1.74M Buy
103,970
+73,021
+236% +$1.32M 0.01% 1277
2018
Q1 		$532K Buy
+30,949
New +$548K ﹤0.01% 1940

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Stifel Financial's SPXX Position: Q3 2026 in Review

Stifel Financial increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 6.9% in Q3 2026, buying an estimated $566K and bringing the position to 466,822 shares worth $8.63M. The position accounts for 0.01% of the portfolio, ranked #1079.

Stifel Financial first reported a position in SPXX in Q1 2018 and has held it in 21 quarters since. 206 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Stifel Financial held 466,822 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $8.63M as of Q3 2026.
  • Stifel Financial bought 30,086 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $566K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Stifel Financial's portfolio in Q3 2026, its #1079 holding.
  • Stifel Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2018 and has held it in 21 quarters since.
  • 206 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.