SRTMX
Series M
SMA RELATIONSHIP TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX 0 20,000,000 20,000,000 6.40% $21.29M
CONNECTICUT ST-A-REF 0 12,485,000 12,485,000 4.25% $14.14M
HARRIS CNTY TX CULTURAL EDU FACS FIN CORP REVENUE 0 11,390,000 11,390,000 3.69% $12.29M
OH ST WATER DEV AUTH 0 6,925,000 6,925,000 2.39% $7.94M
School Board of Miami-Dade County 0 6,710,000 6,710,000 2.27% $7.57M
WASHINGTON ST-R-2026A 0 5,055,000 5,055,000 1.72% $5.72M
Irvine Ranch Water District, Series B 0 5,630,000 5,630,000 1.69% $5.63M
State of Florida Department of Transportation Turnpike System Revenue 0 4,265,000 4,265,000 1.38% $4.59M
ST OHIO-B-REF 0 4,000,000 4,000,000 1.34% $4.46M
District of Columbia Water & Sewer Authority, Series 2026B 0 3,965,000 3,965,000 1.32% $4.40M
MESQUITE TX INDEP SCH DIST 0 3,645,000 3,645,000 1.20% $3.99M
Fulton County, Georgia, Water and Sewerage Revenue Bonds, Refunding Series 2025 0 3,200,000 3,200,000 1.09% $3.61M
State of Delaware, Series 2025, GO Bonds 0 2,920,000 2,920,000 0.94% $3.13M
FORT WORTH TX INDEP SCH DIST 0 2,830,000 2,830,000 0.91% $3.02M
Massachusetts (Commonwealth of) Health & Educational Facilities Authority (Harvard University), Series 2000, RB 0 2,800,000 2,800,000 0.84% $2.80M
State of Maryland 0 2,075,000 2,075,000 0.70% $2.33M
State of Maryland, Series 2025B 0 1,850,000 1,850,000 0.60% $1.99M
State of Ohio 0 1,750,000 1,750,000 0.59% $1.97M
La Porte Independent School District 0 1,580,000 1,580,000 0.53% $1.78M
OHIO WTR DEV AUTH-A 0 1,320,000 1,320,000 0.44% $1.46M
CHEVRON USA INC FRN 11-01-35 0 1,425,000 1,425,000 0.43% $1.42M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
State of Minnesota 16,920,000 0 -16,920,000 0.00% -$17.60M
TEXAS WTR DEV BRD-A 8,000,000 0 -8,000,000 0.00% -$8.57M
SOUTH CAROLINA ST ASSN OF GOVTL ORGANIZATIONS COPS 7,915,000 0 -7,915,000 0.00% -$7.95M
Crowley Independent School District 5,670,000 0 -5,670,000 0.00% -$6.07M
MS BUS FIN-VAR-L-CHEV 5,620,000 0 -5,620,000 0.00% -$5.62M
NYC WTR 5% 6/15/2044 5,300,000 0 -5,300,000 0.00% -$5.57M
State of Ohio, Series 2017B 5,000,000 0 -5,000,000 0.00% -$5.21M
Argyle Independent School District, Series 2022, GO Bonds 5,000,000 0 -5,000,000 0.00% -$5.21M
New York (City of), NY, Subseries 2019 A-1, GO Bonds 4,320,000 0 -4,320,000 0.00% -$4.45M
TEXAS TRANSPRTN COMMISSION ST HIGHWAY FUND REVENUE 4,345,000 0 -4,345,000 0.00% -$4.43M
NJ HLT VR HSP CAP A 4,010,000 0 -4,010,000 0.00% -$4.01M
Orlando Utilities Commission 5.00% 10/01/2048 3,000,000 0 -3,000,000 0.00% -$3.11M
NEW YORK-D-SUBSER D1 3,000,000 0 -3,000,000 0.00% -$3.11M
NEW YORK ST DORM AUTH ST PERSONAL INCOME TAX REVENUE 3,000,000 0 -3,000,000 0.00% -$3.10M
NYC WTR 5% 6/15/2040 3,000,000 0 -3,000,000 0.00% -$3.09M
State of Wisconsin 1,500,000 0 -1,500,000 0.00% -$1.51M
MS BUS FIN-VAR-I-CHEV 1,395,000 0 -1,395,000 0.00% -$1.40M
State of Illinois, Series DECEMBER 2021 A 1,215,000 0 -1,215,000 0.00% -$1.26M
Los Angeles Department of Water & Power, Series 2025A 1,000,000 0 -1,000,000 0.00% -$1.05M
CT H/E-VAR-V1-YALE UN 1,000,000 0 -1,000,000 0.00% -$1.00M
Mississippi Business Finance Corp., Gulf Opportunity Zone Industrial Development, Chevron USA, Inc., Project, Series 2009F 1,000,000 0 -1,000,000 0.00% -$1.00M

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MS BUS FIN-G-CHEVRON 8,970,000 3,870,000 -5,100,000 1.16% -$5.10M
State of Illinois, Series D 5,450,000 3,450,000 -2,000,000 1.07% -$2.10M
State Street Navigator Securities Lending Portfolio II 294,206 80,375 -213,831 0.02% -$213.83K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
State of Ohio 12,235,000 12,235,000 0 4.16% -$365.79K
County of Loudoun 10,685,000 10,685,000 0 3.48% -$133.66K
County of Montgomery 9,695,000 9,695,000 0 3.21% -$168.42K
TX TRANSPRTN COMM-REF 8,105,000 8,105,000 0 2.79% -$303.55K
TX TRANSPRTN COMM-REF 8,000,000 8,000,000 0 2.73% -$296.43K
Comal Independent School District 7,940,000 7,940,000 0 2.70% -$248.58K
STATE OF NEW JERSEY 5.0% 06-15-36 7,500,000 7,500,000 0 2.52% -$208.42K
County of Anne Arundel 7,110,000 7,110,000 0 2.33% -$98.95K
City of El Paso Water & Sewer Revenue 7,155,000 7,155,000 0 2.30% -$77.96K
County of Miami-Dade 5,585,000 5,585,000 0 1.88% -$109.41K
New York (State of) Dormitory Authority, Series 2021 A, Ref. RB 6,000,000 6,000,000 0 1.87% -$15.67K
TEXAS WTR DEV BRD REVENUE REGD N/C B/E 5.00000000 5,300,000 5,300,000 0 1.81% -$143.62K
PENNSYLVANIA ST 5,100,000 5,100,000 0 1.67% -$83.32K
AL ALSFAC 5.25 07/01/2047 5,000,000 5,000,000 0 1.56% -$29.19K
State of Ohio 4,585,000 4,585,000 0 1.55% -$111.51K
Greenville County School District 5,000,000 5,000,000 0 1.51% -$32.31K
King County School District No. 414 Lake Washington, Series 2020, Ref. GO Bonds 4,205,000 4,205,000 0 1.30% -$7.99K
City of Seattle Municipal Light & Power Revenue 3,810,000 3,810,000 0 1.26% -$36.76K
Alabama Corrections Institution Finance Authority 3,810,000 3,810,000 0 1.23% -$72.82K
STATE OF ILLINOIS 5.0% 05-01-33 3,600,000 3,600,000 0 1.17% -$80.57K
Maine Municipal Bond Bank 3,560,000 3,560,000 0 1.17% -$87.53K
State of Illinois 3,500,000 3,500,000 0 1.08% -$25.80K
NEW YORK ST URBAN DEV 3,420,000 3,420,000 0 1.07% -$16.34K
WASHINGTON ST 2,825,000 2,825,000 0 0.97% -$98.81K
Washington (State of), Series 2020 A, GO Bonds 3,070,000 3,070,000 0 0.96% $2.49K
State of Illinois, Series 2021A 2,870,000 2,870,000 0 0.93% -$43.08K
County of Anne Arundel 2,810,000 2,810,000 0 0.93% -$46.12K
District of Columbia Water & Sewer Authority, Series 2024 A, Ref. RB 2,500,000 2,500,000 0 0.82% -$11.04K
State of Connecticut, Series 2016B 2,700,000 2,700,000 0 0.81% -$16.41K
NJ TRANSPRTN TRUST-BB 2,450,000 2,450,000 0 0.81% -$30.11K
ALLEN TX INDEP SCH DIST 2,510,000 2,510,000 0 0.80% -$12.26K
MASSACHUSETTS ST-E 2,505,000 2,505,000 0 0.78% -$15.77K
Tri-County Metropolitan Transportation District of Oregon 2,500,000 2,500,000 0 0.78% -$16.16K
NY ST DORM DASNY PIT 18A 5.0% 03-15-40 2,500,000 2,500,000 0 0.78% -$10.46K
State of Connecticut Special Tax Revenue 2,280,000 2,280,000 0 0.77% -$48.40K
State of Maryland Department of Transportation, Series 2021, RB 2,500,000 2,500,000 0 0.76% -$15.61K
NEW YORK MUNI WTR-AA2 2,000,000 2,000,000 0 0.68% -$49.74K
State of Illinois, Series 2023D 2,000,000 2,000,000 0 0.65% -$40.11K
STATE OF NEW JERSEY 5.0% 06-15-38 2,000,000 2,000,000 0 0.65% -$44.40K
NJ TRANSPRTN TRUST-CC 1,910,000 1,910,000 0 0.61% $1.02K
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE 1,865,000 1,865,000 0 0.61% -$40.74K
NEW YORK-F-1 1,940,000 1,940,000 0 0.60% -$2.69K
City of Irving 1,430,000 1,430,000 0 0.43% -$22.32K
TX WTR 5% 8/1/2041 1,295,000 1,295,000 0 0.42% -$13.88K
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE 1,250,000 1,250,000 0 0.40% -$24.69K
Metropolitan Water Reclamation District of Greater Chicago 1,300,000 1,300,000 0 0.40% -$7.21K
DALLAS TX INDEP SCH DIST 1,010,000 1,010,000 0 0.32% -$9.44K

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