30,353 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| SNTKX | Steward Values Enhanced International Fund· Steward Funds Inc | Non-compliant | 111 | 97% |
| SNXFX | Schwab 1000 Index Fund· SCHWAB INVESTMENTS | Non-compliant | 987 | 97% |
| SNYSX | Western Asset Intermediate Maturity New York Municipals Fund· Legg Mason Partners Income Trust | Non-compliant | 96 | 6% |
| SOAAX | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 93 | 84% |
| SOAEX | SPIRIT OF AMERICA ENERGY FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 66 | 88% |
| SOAIX | SPIRIT OF AMERICA INCOME FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 106 | 37% |
| SOAUX | SPIRIT OF AMERICA UTILITIES FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 55 | 94% |
| SOAVX | SPIRIT OF AMERICA LARGE CAP VALUE FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 146 | 95% |
| SOCL | Global X Social Media ETF· GLOBAL X FUNDS | Non-compliant | 54 | 94% |
| SOCUX | SPIRIT OF AMERICA UTILITIES FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 55 | 94% |
| SOFA | Direxion Daily SOFI Bull 2X ETF· Direxion Shares ETF Trust | Non-compliant | 8 | 12% |
| SOFL | 2x Daily Software Platform ETF· Tidal Trust III | Non-compliant | 3 | 83% |
| SOFX | Defiance Daily Target 2x Long SoFi ETF· Tidal Trust II | Non-compliant | 10 | 71% |
| SOIAX | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 93 | 84% |
| SOITX | SPIRIT OF AMERICA INCOME FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 106 | 37% |
| SOIUX | SPIRIT OF AMERICA UTILITIES FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 55 | 94% |
| SOIVX | SPIRIT OF AMERICA LARGE CAP VALUE FUND· Spirit of America Investment Fund, Inc. | Non-compliant | 146 | 95% |
| SOPAX | ClearBridge Dividend Strategy Fund· Legg Mason Partners Investment Trust | Non-compliant | 53 | 95% |
| SOPVX | Allspring Opportunity Fund· ALLSPRING FUNDS TRUST | Non-compliant | 75 | 97% |
| SOPYX | ClearBridge Dividend Strategy Fund· Legg Mason Partners Investment Trust | Non-compliant | 53 | 95% |
| SOR | Source Capital· SOURCE CAPITAL /DE/ | Non-compliant | 147 | 59% |
| SOVF | Sovereign's Capital Flourish Fund· Elevation Series Trust | Non-compliant | 78 | 88% |
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF· SPDR SERIES TRUST | Non-compliant | 8,303 | 83% |
| SPAM | Themes Cybersecurity ETF· Themes ETF Trust | Non-compliant | 36 | 85% |
| SPAQ | Horizon Kinetics SPAC Active ETF· Listed Funds Trust | Non-compliant | 60 | 50% |
| SPBO | State Street(R) SPDR Portfolio Corporate Bond ETF· SPDR SERIES TRUST | Non-compliant | 4,052 | 63% |
| SPCU | Defiance Daily Target 2X Long SPCX ETF· Tidal Trust II | Non-compliant | 9 | 39% |
| SPCX | The SPAC and New Issue ETF· Collaborative Investment Series Trust | Non-compliant | 49 | 74% |
| SPDG | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF· SPDR SERIES TRUST | Non-compliant | 283 | 96% |
| SPDV | AAM S&P 500 High Dividend Value ETF· ETF Series Solutions | Non-compliant | 52 | 88% |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 2,458 | 94% |
| SPE | Special Opportunities Fund, Inc. | Non-compliant | 184 | 33% |
| SPE-PC | Special Opportunities Fund, Inc. | Non-compliant | 184 | 33% |
| SPEGX | ALGER RESPONSIBLE INVESTING FUND· ALGER FUNDS II | Non-compliant | 68 | 98% |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 2,978 | 84% |
| SPEU | State Street(R) SPDR(R) Portfolio Europe ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,699 | 96% |
| SPFAX | PGIM Jennison Focused Growth Fund· Prudential Investment Portfolios 3 | Non-compliant | 37 | 98% |
| SPFCX | PGIM Jennison Focused Growth Fund· Prudential Investment Portfolios 3 | Non-compliant | 37 | 98% |
| SPFEX | SPHERE 500 CLIMATE FUND· Exchange Place Advisors Trust | Non-compliant | 358 | 97% |
| SPFF | Global X SuperIncome Preferred ETF· GLOBAL X FUNDS | Non-compliant | 50 | 86% |
| SPFFX | SPHERE 500 CLIMATE FUND· Exchange Place Advisors Trust | Non-compliant | 358 | 97% |
| SPFIX | S&P 500 Index Fund· SHELTON FUNDS | Non-compliant | 503 | 97% |
| SPFZX | PGIM Jennison Focused Growth Fund· Prudential Investment Portfolios 3 | Non-compliant | 37 | 98% |
| SPGBX | Symmetry Panoramic Global Systematic Fixed Income Fund· Symmetry Panoramic Trust | Non-compliant | 645 | 41% |
| SPGEX | Symmetry Panoramic Global Equity Fund· Symmetry Panoramic Trust | Non-compliant | 899 | 55% |
| SPGIX | SIMT Large Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 272 | 95% |
| SPGM | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 2,955 | 94% |
| SPGP | Invesco S&P 500 GARP ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 78 | 97% |
| SPGRX | DWS Equity Sector Strategy Fund· DEUTSCHE DWS ASSET ALLOCATION TRUST | Non-compliant | 256 | 98% |
| SPHB | Invesco S&P 500 High Beta ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 103 | 93% |
| SPHD | Invesco S&P 500 High Dividend Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 56 | 90% |
| SPHIX | Fidelity High Income Fund· Fidelity Summer Street Trust | Non-compliant | 729 | 27% |
| SPHQ | Invesco S&P 500 Quality ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 103 | 97% |
| SPHY | State Street(R) SPDR(R) Portfolio High Yield Bond ETF· SPDR SERIES TRUST | Non-compliant | 1,952 | 26% |
| SPIAX | Invesco S&P 500 Index Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 510 | 95% |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF· SPDR SERIES TRUST | Non-compliant | 5,171 | 63% |
| SPICX | Invesco S&P 500 Index Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 510 | 95% |
| SPIDX | Invesco S&P 500 Index Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 510 | 95% |
| SPIIX | SIMT S&P 500 Index Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 507 | 95% |
| SPILX | Symmetry Panoramic International Equity Fund· Symmetry Panoramic Trust | Non-compliant | 324 | 29% |
| SPIN | State Street(R) US Equity Premium Income ETF· SSGA Active Trust | Non-compliant | 103 | 99% |
| SPINX | SIIT S&P 500 INDEX FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 507 | 95% |
| SPIP | State Street(R) SPDR(R) Portfolio TIPS ETF· SPDR SERIES TRUST | Non-compliant | 52 | 98% |
| SPIRX | Invesco S&P 500 Index Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 510 | 95% |
| SPIT | F/m Emerald Special Situations ETF· RBB Fund, Inc. | Non-compliant | 49 | 81% |
| SPLB | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF· SPDR SERIES TRUST | Non-compliant | 2,951 | 63% |
| SPLV | Invesco S&P 500 Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 106 | 94% |
| SPMAX | Saratoga Mid Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 62 | 95% |
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF· SPDR SERIES TRUST | Non-compliant | 2,701 | 92% |
| SPMCX | Saratoga Mid Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 62 | 95% |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF· SPDR SERIES TRUST | Non-compliant | 405 | 84% |
| SPMGX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 40% |
| SPMHX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 37% |
| SPMIX | S&P MidCap Index Fund· SHELTON FUNDS | Non-compliant | 402 | 85% |
| SPMJX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 43% |
| SPMO | Invesco S&P 500 Momentum ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 102 | 100% |
| SPMPX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| SPMQX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 29 | 18% |
| SPMV | Invesco S&P 500 Minimum Variance ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 125 | 97% |
| SPMVX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 48 | 33% |
| SPMWX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 48 | 38% |
| SPQAX | PGIM Jennison Global Equity Income Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 48 | 91% |
| SPRAX | PGIM Quant Solutions Mid-Cap Value Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 254 | 94% |
| SPRE | Sp Funds S&P Global REIT Sharia ETF· Tidal Trust I | Non-compliant | 26 | 89% |
| SPRX | Spear Alpha ETF· Listed Funds Trust | Non-compliant | 29 | 89% |
| SPSAX | Sterling Capital Behavioral Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 251 | 79% |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF· SPDR SERIES TRUST | Non-compliant | 1,606 | 61% |
| SPSCX | Sterling Capital Behavioral Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 251 | 80% |
| SPSDX | Sterling Capital Behavioral Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 251 | 79% |
| SPSM | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF· SPDR SERIES TRUST | Non-compliant | 613 | 82% |
| SPTB | State Street(R) SPDR(R) Portfolio Treasury ETF· SPDR SERIES TRUST | Non-compliant | 288 | 99% |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF· SPDR SERIES TRUST | Non-compliant | 109 | 100% |
| SPTL | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF· SPDR SERIES TRUST | Non-compliant | 101 | 100% |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF· SPDR SERIES TRUST | Non-compliant | 1,517 | 97% |
| SPTS | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF· SPDR SERIES TRUST | Non-compliant | 101 | 100% |
| SPTU | State Street SPDR Portfolio Ultra Short T-Bill ETF· SPDR SERIES TRUST | Non-compliant | 47 | 100% |
| SPUBX | Symmetry Panoramic US Systematic Fixed Income Fund· Symmetry Panoramic Trust | Non-compliant | 437 | 81% |
| SPUSX | Symmetry Panoramic US Equity Fund· Symmetry Panoramic Trust | Non-compliant | 652 | 66% |
| SPUU | Direxion Daily S&P 500 Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 510 | 83% |
| SPVM | Invesco S&P 500 Value with Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 103 | 98% |
30,353 funds · page 156 of 304