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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+8,718+29.7%38,078$1.83MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2,262+4.8%49,378$2.37MQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-36,205-64.3%20,113$964.72KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-5,328-31.5%11,578$555.34KQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+11,724+123.8%21,195$1.02MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+69+0.7%10,618$509.33KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-130,250-8.4%1,415,493$67.89MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-8,774-5.6%146,608$7.03MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-62,304-4.4%1,357,212$65.06MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,404+3.6%40,653$1.95MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+441,223+2.1%21,768,088$1.04BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+268,727268,727$12.92MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+249,388+4.8%5,404,372$259.22MQ2 2026Aug 14, 2026
Karpus Management, Inc.Sell-77,950-72.6%29,400$1.41MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-50,470-1.4%3,498,236$167.79MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+18,512+10.3%197,418$9.47MQ2 2026Aug 14, 2026
Strategies Wealth Advisors, LlcSell-15,596-11.7%117,928$5.66MQ2 2026Aug 14, 2026
Betterment LlcSell-15,254-5.0%291,079$13.96MQ2 2026Aug 14, 2026
Lazard Asset Management LlcSell-14,297-52.4%13,000$623.54KQ2 2026Aug 14, 2026
&PartnersBuy+11,891+103.3%23,400$1.12MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+11,42111,421$547.79KQ2 2026Aug 14, 2026
Invst, LlcBuy+9,6839,683$464.44KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+9,295+1.4%677,616$32.50MQ2 2026Aug 14, 2026
Sei Investments CoSell-8,328-3.5%228,444$10.96MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+8,0818,081$387.56KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,113+31.7%25,405$1.22MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+6,0706,070$291.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,562+0.9%280,152$13.44MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,031+1.9%111,171$5.33MQ2 2026Aug 14, 2026
Curi Capital, LlcSell-1,870-15.2%10,399$498.80KQ2 2026Aug 14, 2026
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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.