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TPG Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

TPG Advisors’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 		$1.8M Sell
97,234
-114
-0.1% -$2.14K 0.96% 25
2026
Q2 		$1.81M Sell
97,348
-1,569
-2% -$27.8K 1% 26
2026
Q1 		$1.59M Buy
+98,917
New +$1.73M 0.99% 26

Other funds holding SPXX

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Forteris Wealth Management
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TPG Advisors's SPXX Position: Q3 2026 in Review

TPG Advisors reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.12% in Q3 2026, selling an estimated $2.14K and leaving 97,234 shares worth $1.8M. The position accounts for 0.96% of the portfolio, ranked #25.

TPG Advisors first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.81M in Q2 2026. 49 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • TPG Advisors held 97,234 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.8M as of Q3 2026.
  • TPG Advisors sold 114 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $2.14K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.96% of TPG Advisors's portfolio in Q3 2026, its #25 holding.
  • TPG Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • TPG Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $1.81M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.