SPDR NUVEEN BLOOMBERG SHORT (SHM) Institutional Ownership Changes & 13F Activity
SPDR NUVEEN BLOOMBERG SHORT (SHM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Goldman Sachs Group Inc, Mercer Global Advisors Inc, and Karpus Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +8,718 | +29.7% | 38,078 | $1.83M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +2,262 | +4.8% | 49,378 | $2.37M | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -36,205 | -64.3% | 20,113 | $964.72K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -5,328 | -31.5% | 11,578 | $555.34K | Q2 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Buy | +11,724 | +123.8% | 21,195 | $1.02M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +69 | +0.7% | 10,618 | $509.33K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -130,250 | -8.4% | 1,415,493 | $67.89M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -8,774 | -5.6% | 146,608 | $7.03M | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -62,304 | -4.4% | 1,357,212 | $65.06M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +1,404 | +3.6% | 40,653 | $1.95M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +441,223 | +2.1% | 21,768,088 | $1.04B | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +268,727 | — | 268,727 | $12.92M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +249,388 | +4.8% | 5,404,372 | $259.22M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -77,950 | -72.6% | 29,400 | $1.41M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -50,470 | -1.4% | 3,498,236 | $167.79M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +18,512 | +10.3% | 197,418 | $9.47M | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, Llc | Sell | -15,596 | -11.7% | 117,928 | $5.66M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -15,254 | -5.0% | 291,079 | $13.96M | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Sell | -14,297 | -52.4% | 13,000 | $623.54K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +11,891 | +103.3% | 23,400 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +11,421 | — | 11,421 | $547.79K | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +9,683 | — | 9,683 | $464.44K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +9,295 | +1.4% | 677,616 | $32.50M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -8,328 | -3.5% | 228,444 | $10.96M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +8,081 | — | 8,081 | $387.56K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,113 | +31.7% | 25,405 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +6,070 | — | 6,070 | $291.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,562 | +0.9% | 280,152 | $13.44M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,031 | +1.9% | 111,171 | $5.33M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Sell | -1,870 | -15.2% | 10,399 | $498.80K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SHM activity
Which institutional owners are buying SHM?
Institutional owners buying SHM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHM activity?
"Buy" means an investor increased their reported position in SHM compared to the prior reporting period. This reflects growing exposure to SPDR NUVEEN BLOOMBERG SHORT (SHM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHM increasing?
Institutional interest in SHM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.