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Schedule 13G

XSSPX Schedule 13G filing by Morgan Stanley

Morgan Stanley reported beneficial ownership of 10.8M shares, representing 7.8% of NUVEEN S&P 500 DYNAM OVERWR in this filing.

FiledMay 12, 2026
Ownership dateMar 31, 2026
Reported shares10.8M
Reported ownership7.8%
Ownership details

Voting and dispositive power reported in the filing

These figures describe the reporting filer’s disclosed voting and investment authority. They should be read together with the reported share count and percentage.

Sole voting power 0
Shared voting power 24.1K
Sole dispositive power 0
Shared dispositive power 10.8M
Price context

Price dates alongside the ownership filing

Price data provides market context around the disclosure. It does not identify the filer’s actual transaction price.

Close near filing date$20.31as of May 12, 2026
Latest tracked price$20.94as of Aug 6, 2026
Source

Original filing and accession

Use the SEC filing as the primary source when you need the complete disclosure, footnotes, exhibits, or reporting-person details.

Reporting filer
Morgan Stanley
CIK
CIK0000895421
Accession
0000895421-26-000173
Form
Schedule 13G
Open SEC filing View XSSPX ownership history
Read the filing in context

Understand what a Schedule 13 filing does—and does not—tell you.

How to read a Schedule 13G → Does a 13G mean the shares were just bought? → Filing date vs. ownership date →