Steward Partners Investment Advisory, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1723397
STAMFORD, CT
Position in SPXX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$838,110
+$105,768 QoQ
Shares Held
44,963
-1.3% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 231 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. SPXX ranks #89 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in SPXX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,110 | 44,963 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $732,342 | 45,572 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,119 | 1,725 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,170 | 1,725 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,691 | 5,225 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $92,527 | 5,475 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $97,181 | 5,475 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $91,870 | 5,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,406 | 5,475 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $85,793 | 5,475 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,344 | 5,475 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $77,434 | 5,225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $379,064 | 24,175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $370,414 | 23,775 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $508,763 | 31,561 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $193,283 | 12,877 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $201,653 | 12,877 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $231,399 | 12,877 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $239,512 | 12,877 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $220,067 | 12,877 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $212,013 | 11,707 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $166,473 | 10,071 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $146,456 | 9,610 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $128,005 | 9,610 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $83,139 | 6,475 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $74,980 | 6,475 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||