State Street U.S. Core Equity Fund

STATE STREET INSTITUTIONAL INVESTMENT TRUST · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:SSAQX
$4.15B NAV
99 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

State Street U.S. Core Equity Fund is an actively managed U.S. equity fund. 26% of SSAQX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 97% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the State Street U.S. Core Equity Fund (the Fund) is to seek long-term growth of capital.

Strategy · summarised

The fund invests at least 80% of assets in U.S. equity securities of large and mid-cap companies, selected through fundamental analysis for low valuations relative to peers or growth potential, sound capital structures, and quality management. The fund may also hold up to 15% in foreign securities and up to 20% in debt securities, and may use derivatives and short sales. Because portfolio performance depends on the managers' security selections and their timing of sales, results will diverge from broad market returns.

Expenses
0.13%one share class
Share classExpense ratio
SSAQX0.13%

Portfolio turnover 40.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.81%
of net assets
Stocks96.69%
Cash & short-term3.13%
Derivatives-0.00%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology35.6%
Financials11.7%
Communication Services10.9%
Industrials8.8%
9 smaller33.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
26%of stock holdings in top-quartile growers
covering 97% of the fund’s equity
Earnings growth
31%of stock holdings in top-quartile growers
covering 93% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 9 new8 exited

Largest new: Seagate Technology Holdings PLC, CMI, PLTR, IDXX, APG, MDB, SNOW, NET

Exited: Trane Technologies PLC, CME, ADBE, INTU, Accenture PLC, BR, WAT, Chicago Mercantile Exchange

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+29.23%
3-year
+80.18%
5-year
+80.58%
Volatility
14.13%
Worst 3-yr fall
-8.18%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA9.02%$374.28M
Alphabet IncGOOGL5.86%$243.20M
Apple IncAAPL5.15%$213.56M
Microsoft CorpMSFT5.05%$209.38M
Amazon.com IncAMZN4.62%$191.62M
Broadcom IncAVGO3.48%$144.30M
State Street Global AdvisorsGVMXX3.13%$129.72M
Advanced Micro Devices IncAMD3.00%$124.27M
Meta Platforms IncMETA2.69%$111.36M
Applied Materials IncAMAT2.52%$104.54M
Showing 10 of 99Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 44.51% of net assets, top 25 66.21%, across 98 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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