Cambridge Investment Research Advisors, Inc.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1419186
FAIRFIELD, IA
Position in SPXX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,165,770
+$1,621,139 QoQ
Shares Held
599,022
+0.9% QoQ
Ownership
3.33%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#13
of 231 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. SPXX ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in SPXX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,165,770 | 599,022 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,544,631 | 593,941 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,038,141 | 112,979 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,200,032 | 125,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,213,260 | 124,761 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,218,209 | 131,255 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,507,258 | 141,254 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,282,465 | 136,023 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,204,403 | 134,991 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,115,465 | 135,001 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,028,444 | 134,870 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,948,859 | 131,502 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,002,179 | 127,690 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,989,550 | 127,699 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,034,666 | 126,220 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,889,759 | 125,900 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,861,958 | 118,899 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,642,098 | 91,380 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,106,636 | 113,260 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,871,970 | 109,536 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,983,678 | 109,535 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,489,915 | 90,134 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,049,456 | 68,862 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $451,801 | 33,919 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $212,181 | 16,525 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $124,369 | 10,740 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||