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Wilmington Savings Fund Society’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Wilmington Savings Fund Society’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 		$26.5K Hold
1,423
– – ﹤0.01% 1018
2026
Q1 		$22.9K Buy
+1,423
New +$25K ﹤0.01% 1043

Other funds holding SPXX

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Wilmington Savings Fund Society's SPXX Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 1,423 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Wilmington Savings Fund Society first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Wilmington Savings Fund Society held 1,423 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $26.5K as of Q2 2026.
  • Wilmington Savings Fund Society left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1018 holding.
  • Wilmington Savings Fund Society first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.