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 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	$1.71M	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	$1.69M	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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial's SPXX Position: Q2 2026 in Review

Stifel Financial increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 35% in Q2 2026, buying an estimated $1.99M and bringing the position to 436,736 shares worth $8.14M. The position accounts for 0.01% of the portfolio, ranked #1143.

Stifel Financial first reported a position in SPXX in Q1 2018 and has held it in 20 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Stifel Financial held 436,736 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $8.14M as of Q2 2026.
Stifel Financial bought 112,444 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.99M.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1143 holding.
Stifel Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2018 and has held it in 20 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.