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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpSell-48,002-84.1%9,074$434.01KQ1 2026Sep 04, 2026
Dakota Wealth ManagementSell-141-0.8%17,830$852.81KQ1 2026Aug 26, 2026
Wells Fargo & Company/MnSell-544,623-13.3%3,548,706$169.73MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+2,250—2,250$107.62KQ1 2026May 19, 2026
Bank Of America CorpBuy+795,560+3.9%21,326,865$1.02BQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+118,526+591.1%138,578$170.52KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+10,536—10,536$503.94KQ1 2026May 18, 2026
Goldman Sachs Group IncBuy+782,950+17.9%5,154,984$246.56MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcSell-398,330-21.9%1,419,516$67.93MQ1 2026May 15, 2026
Morgan StanleyBuy+168,822+7.9%2,304,145$110.21MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-167,740-9.8%1,545,743$73.93MQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+151,617+555.6%178,906$8.56MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+56,562+538.4%67,068$3.21MQ1 2026May 15, 2026
Bragg Financial Advisors, IncBuy+39,973+99.6%80,104$3.83MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+32,291—32,291$1.54MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+31,366—31,366$1.50MQ1 2026May 15, 2026
Hancock Whitney CorpSell-30,870-46.6%35,434$1.70MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+30,270+24.2%155,382$7.43MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+16,744+70.2%40,587$1.94MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+16,742+132.7%29,360$1.40MQ1 2026May 15, 2026
Citadel Advisors LlcSell-12,583-18.3%56,318$2.69MQ1 2026May 15, 2026
Blueprint Investment Partners LlcBuy+12,490+52.7%36,205$1.73MQ1 2026May 15, 2026
Evelyn Partners Asset Management LtdBuy+10,086—10,086$482.41KQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+9,973+121.0%18,216$871.27KQ1 2026May 15, 2026
Snowden Capital Advisors LlcBuy+9,640+80.6%21,601$1.03MQ1 2026May 15, 2026
Hub Investment Partners, LlcBuy+9,456—9,456$452.28KQ1 2026May 15, 2026
Ascent Group, LlcSell-8,688-12.0%63,714$3.05MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+7,966+159320.0%7,971$381.25KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+7,909+69.5%19,292$921.95KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+6,563+5.9%117,076$5.60MQ1 2026May 15, 2026
Showing 30 of 332

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.