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 (Q1 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, Goldman Sachs Group Inc, Wells Fargo & Company/Mn, United Capital Financial Advisors, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Sell | -48,002 | -84.1% | 9,074 | $434.01K | Q1 2026 | Sep 04, 2026 |
| Dakota Wealth Management | Sell | -141 | -0.8% | 17,830 | $852.81K | Q1 2026 | Aug 26, 2026 |
| Wells Fargo & Company/Mn | Sell | -544,623 | -13.3% | 3,548,706 | $169.73M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +2,250 | — | 2,250 | $107.62K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +795,560 | +3.9% | 21,326,865 | $1.02B | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +118,526 | +591.1% | 138,578 | $170.52K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +10,536 | — | 10,536 | $503.94K | Q1 2026 | May 18, 2026 |
| Goldman Sachs Group Inc | Buy | +782,950 | +17.9% | 5,154,984 | $246.56M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -398,330 | -21.9% | 1,419,516 | $67.93M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +168,822 | +7.9% | 2,304,145 | $110.21M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -167,740 | -9.8% | 1,545,743 | $73.93M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +151,617 | +555.6% | 178,906 | $8.56M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +56,562 | +538.4% | 67,068 | $3.21M | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | Buy | +39,973 | +99.6% | 80,104 | $3.83M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +32,291 | — | 32,291 | $1.54M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +31,366 | — | 31,366 | $1.50M | Q1 2026 | May 15, 2026 |
| Hancock Whitney Corp | Sell | -30,870 | -46.6% | 35,434 | $1.70M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +30,270 | +24.2% | 155,382 | $7.43M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +16,744 | +70.2% | 40,587 | $1.94M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +16,742 | +132.7% | 29,360 | $1.40M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -12,583 | -18.3% | 56,318 | $2.69M | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners Llc | Buy | +12,490 | +52.7% | 36,205 | $1.73M | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | Buy | +10,086 | — | 10,086 | $482.41K | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +9,973 | +121.0% | 18,216 | $871.27K | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Buy | +9,640 | +80.6% | 21,601 | $1.03M | Q1 2026 | May 15, 2026 |
| Hub Investment Partners, Llc | Buy | +9,456 | — | 9,456 | $452.28K | Q1 2026 | May 15, 2026 |
| Ascent Group, Llc | Sell | -8,688 | -12.0% | 63,714 | $3.05M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +7,966 | +159320.0% | 7,971 | $381.25K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +7,909 | +69.5% | 19,292 | $921.95K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +6,563 | +5.9% | 117,076 | $5.60M | Q1 2026 | May 15, 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.