Company Nuveen S&P 500 Dynamic Overwrite Fund

Equities

SPXX

US6706EW1000

Closed End Funds

Market Closed - Nyse 04:00:02 2024-05-03 pm EDT 5-day change 1st Jan Change
15.5 USD +0.71% Intraday chart for Nuveen S&P 500 Dynamic Overwrite Fund +1.57% +3.06%

Business Summary

Nuveen S&P 500 Dynamic Overwrite Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to seek attractive total return with less volatility than the S&P 500 Index. Under normal circumstances, the Fund invests at least 80% of its assets in a diversified equity portfolio made up of securities consisting of S&P 500 Index that seeks to substantially replicate price movements of the S&P 500 Index and is designed to support the Fund’s option strategy. The Fund also invests in other investment companies, including exchange-traded funds (ETFs), that provide similar exposure to individual common stocks consistent with the Fund’s investment objective. It invests in various sectors, including aerospace and defense, beverages, biotechnology, capital markets, chemicals, communications equipment, diversified telecommunication services, entertainment, consumer finance and others. The Fund's investment adviser is Nuveen Fund Advisors, LLC.

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
26 100.0 % 13 100.0 % -49.76%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
26 100.0 % 13 100.0 % -49.76%

Managers

Managers TitleAgeSince
Compliance Officer 67 87-12-31
Chief Administrative Officer 61 14-12-31
Comptroller/Controller/Auditor 51 18-12-31
Treasurer 45 15-12-31
Corporate Secretary 55 07-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal 58 06-12-31
Corporate Officer/Principal 62 03-12-31

Members of the board

Members of the board TitleAgeSince
Chairman 64 07-12-31
Director/Board Member 61 17-06-30
Director/Board Member 62 12-12-31
Director/Board Member 72 16-06-21
Director/Board Member 76 -
Director/Board Member 60 Dec. 31
Director/Board Member 69 15-12-31
Director/Board Member 65 20-11-15
Director/Board Member 70 21-05-31
Director/Board Member 65 21-05-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 17,960,021 17,960,021 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
AJM Ventures LLC
3.782 %
679,270 3.782 % 11 M $
Wells Fargo Advisors Financial Network LLC
3.363 %
604,074 3.363 % 9 M $
UBS Financial Services, Inc.
2.329 %
418,251 2.329 % 7 M $
Raymond James Financial Services, Inc.
1.556 %
279,543 1.556 % 4 M $
Howard Wealth Management LLC
1.528 %
274,354 1.528 % 4 M $
Invesco Capital Management LLC
1.364 %
245,033 1.364 % 4 M $
Security Investors LLC
1.339 %
240,520 1.339 % 4 M $
CUSO Financial Services LP
1.229 %
220,685 1.229 % 3 M $
Morgan Stanley Smith Barney LLC
1.222 %
219,466 1.222 % 3 M $
Cornerstone Advisors LLC (North Carolina)
1.216 %
218,333 1.216 % 3 M $

Company contact information

Nuveen S&P 500 Dynamic Overwrite Fund

333 West Wacker Drive

60606-1220, Chicago

+312-917-7700

http://www.nuveen.com/closed-end-funds/spxx-nuveen-s-p-500-dynamic-overwrite-fund
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