30,394 funds screened by look-through to their filed holdings
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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.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,394
- Reached a verdict
- 18,538
- Compliant
- 287
- Could not be decided
- 11,856
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 |
|---|---|---|---|---|
| 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 | 644 | 65% |
| 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% |
| SPVYX | SIMT Small Cap Value Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 449 | 81% |
| SPVZX | PGIM Quant Solutions Mid-Cap Value Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 254 | 94% |
| SPWAX | American Beacon Stephens Small Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 104 | 86% |
| SPWCX | American Beacon Stephens Small Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 104 | 86% |
| SPWIX | SIMT Small Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 235 | 90% |
| SPWO | SP Funds S&P World (ex-US) ETF· SP Funds Trust | Non-compliant | 370 | 93% |
| SPWYX | American Beacon Stephens Small Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 104 | 86% |
| SPXD | Xtrackers S&P 500 Diversified Sector Weight ETF· DBX ETF Trust | Non-compliant | 505 | 97% |
| SPXE | ProShares S&P 500 Ex-Energy ETF· ProShares Trust | Non-compliant | 488 | 99% |
| SPXKX | S&P 500 Index Fund· SHELTON FUNDS | Non-compliant | 503 | 97% |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 515 | 65% |
| SPXM | Azoria 500 Meritocracy ETF· Tidal Trust III | Non-compliant | 464 | 97% |
| SPXN | ProShares S&P 500 Ex-Financials ETF· ProShares Trust | Non-compliant | 403 | 99% |
| SPXT | ProShares S&P 500 Ex-Technology ETF· ProShares Trust | Non-compliant | 436 | 98% |
| SPXUX | WisdomTree 500 Digital Fund· WisdomTree Digital Trust | Non-compliant | 504 | 98% |
| SPXV | ProShares S&P 500 Ex-Health Care ETF· ProShares Trust | Non-compliant | 449 | 99% |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | Non-compliant | 560 | 92% |
| SPY | N/A· State Street(R) SPDR(R) S&P 500(R) ETF Trust | Non-compliant | 504 | 99% |
| SPYC | Simplify US Equity PLUS Convexity ETF· Simplify Exchange Traded Funds | Non-compliant | 21 | 5% |
| SPYD | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF· SPDR SERIES TRUST | Non-compliant | 82 | 93% |
| SPYGX | Spyglass Growth Fund· Manager Directed Portfolios | Non-compliant | 26 | 99% |
| SPYH | NEOS S&P 500(R) Hedged Equity Income ETF· NEOS ETF Trust | Non-compliant | 491 | 96% |
| SPYI | NEOS S&P 500(R) High Income ETF· NEOS ETF Trust | Non-compliant | 510 | 96% |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF· SPDR SERIES TRUST | Non-compliant | 511 | 99% |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF· SPDR SERIES TRUST | Non-compliant | 442 | 98% |
| SPYX | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF· SPDR SERIES TRUST | Non-compliant | 494 | 99% |
| SQBA | FT Vest U.S. Equity Quarterly 15 Buffer ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 5 | 99% |
| SQBFX | X-Square Balanced Fund· X-SQUARE BALANCED FUND | Non-compliant | 91 | 99% |
| SQBIX | X-Square Balanced Fund· X-SQUARE BALANCED FUND | Non-compliant | 91 | 99% |
| SQCBX | X-Square Balanced Fund· X-SQUARE BALANCED FUND | Non-compliant | 91 | 99% |
| SQIFX | Sit Quality Income Fund· SIT MUTUAL FUNDS II INC | Non-compliant | 174 | 59% |
| SQIYX | Sit Quality Income Fund· SIT MUTUAL FUNDS II INC | Non-compliant | 174 | 59% |
| SQLT | iShares MSCI USA Small-Cap Quality Factor ETF· iShares Trust | Non-compliant | 512 | 91% |
| SQLV | Royce Quant Small-Cap Quality Value ETF· Legg Mason ETF Investment Trust | Non-compliant | 322 | 81% |
| SQMX | FT Vest U.S. Equity Quarterly Max Buffer ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 13 | 99% |
| SQS | Sapient Quality Select ETF· EA Series Trust | Non-compliant | 36 | 97% |
| SRAAX | SIMT Real Return Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 21 | 100% |
| SRBAX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| SRBRX | Federated Hermes Short-Intermediate Total Return Bond Fund· Federated Hermes Institutional Trust | Non-compliant | 182 | 64% |
| SRDAX | Stone Ridge Diversified Alternatives Fund· Stone Ridge Trust | Non-compliant | 7,932 | 31% |
| SRDBX | Stone Ridge Diversified Alternatives Fund· Stone Ridge Trust | Non-compliant | 7,932 | 31% |
| SREAX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SRECX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SREQX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SRET | Global X SuperDividend REIT ETF· GLOBAL X FUNDS | Non-compliant | 30 | 60% |
| SREYX | SIMT Real Estate Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 61 | 87% |
| SREZX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SRFMX | Sarofim Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 43 | 98% |
| SRHQ | SRH U.S. Quality GARP ETF· Elevation Series Trust | Non-compliant | 81 | 92% |
| SRHQX | Short-Term Income Fund· Principal Funds, Inc | Non-compliant | 466 | 42% |
| SRHR | SRH REIT Covered Call ETF· Elevation Series Trust | Non-compliant | 37 | 56% |
| SRIAX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRICX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRIDX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRIGX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRIJX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 55% |
| SRINX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 55% |
| SRV | NXG Cushing Midstream Energy Fund | Non-compliant | 66 | 89% |
| SRVEX | Victory Diversified Stock Fund· Victory Portfolios | Non-compliant | 114 | 98% |
| SRVR | Pacer Data & Infrastructure Real Estate ETF· Pacer Funds Trust | Non-compliant | 67 | 85% |
| SRYRX | SIMT Real Return Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 21 | 100% |
| SSAFX | State Street Aggregate Bond Index Portfolio· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 6,800 | 84% |
| SSAGX | Virtus Seix U.S. Government Securities Ultra-Short Bond Fund· Virtus Asset Trust | Non-compliant | 167 | 90% |
| SSAIX | State Street International Stock Selection Fund· SSGA FUNDS | Non-compliant | 191 | 94% |
| SSAQX | State Street U.S. Core Equity Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 100 | 96% |
| SSASX | State Street Income Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 1,190 | 62% |
| SSBIX | State Street Balanced Index Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 2,496 | 61% |
| SSCCX | Saratoga Small Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 103 | 87% |
| SSCDX | Sit Small Cap Dividend Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 93 | 82% |
| SSCGX | SIMT Small Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 235 | 90% |
| SSCOX | Touchstone Strategic Trust-Touchstone Small Company Fund· Touchstone Strategic Trust | Non-compliant | 73 | 89% |
| SSCP | SMART Small Cap ETF· Tidal Trust I | Non-compliant | 33 | 81% |
| SSCPX | Saratoga Small Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 103 | 87% |
| SSCVX | Columbia Select Small Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 90% |
| SSCYX | Saratoga Small Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 103 | 87% |
| SSDAX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDCX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDIX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDSX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDZX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSEAX | SIIT SCREENED WORLD EQUITY EX-US FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 894 | 82% |
| SSEFX | SouthernSun U.S. Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 24 | 84% |
| SSEIX | SouthernSun U.S. Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 24 | 84% |
| SSEYX | State Street Equity 500 Index II Portfolio· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 507 | 96% |
| SSGFX | Saturna Growth Fund· SATURNA INVESTMENT TRUST | Non-compliant | 27 | 95% |
| SSGSX | Victory Sycamore Small Company Opportunity Fund· Victory Portfolios | Non-compliant | 105 | 79% |
| SSGVX | State Street Global All Cap Equity ex-U.S. Index Portfolio· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 5,635 | 90% |
| SSHFX | SOUND SHORE FUND· SOUND SHORE FUND, INC. | Non-compliant | 40 | 91% |
| SSHIX | Allspring Short-Term Bond Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 384 | 47% |
| SSHVX | SOUND SHORE FUND· SOUND SHORE FUND, INC. | Non-compliant | 40 | 91% |
| SSIAX | 1919 Socially Responsive Balanced Fund· Advisor Managed Portfolios | Non-compliant | 209 | 94% |
| SSIFX | Saturna International Fund· SATURNA INVESTMENT TRUST | Non-compliant | 38 | 88% |
30,394 funds · page 157 of 304