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S&P 500 Index Fund (SPFIX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Shelton Funds files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Shelton Funds on 2026-08-28 · open the filing · vote table (ProxyVotingTable.xml, 15 MB)
TickersSPFIX (Investor Shares), SPXKX (K Shares) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. Counted by this fund’s own filing alone, 1 of its 317 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 89.6% of the time across 366 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 59 | 3 | 5.1% |
| Workers & human rights | 20 | 2 | 10% |
| Pay equity & inclusion | 5 | 0 | 0% |
| Executive pay | 11 | 5 | 45.5% |
| Corporate governance | 164 | 103 | 62.8% |
| Other social issues | 57 | 10 | 17.5% |
Ballots it voted
Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder · Climate & environment
Should Amazon.com report what its data centres do to its climate commitments?
Shareholders asked for a report on the electricity and water its data-centre build-out consumes, and on whether the growth in that demand can be squared with the emissions targets the company has already committed to.
AGAINST S&P 500 Index Fund voted with 51,534 shares
“SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder · Climate & environment
Should Amazon.com publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST S&P 500 Index Fund voted with 51,534 shares
“SHAREHOLDER PROPOSAL REQUESTING A REPORT ON IMPACT OF CLIMATE COMMITMENTS”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
FOR S&P 500 Index Fund voted with 40,281 shares
“Report on Data Operations in Human Rights Hotspots”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
FOR S&P 500 Index Fund voted with 40,281 shares
“Report on Human Rights Due Diligence”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Coca-Cola publish what its inclusion policies actually do for its workforce?
Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.
AGAINST S&P 500 Index Fund voted with 20,508 shares
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Universal Health Services, Inc. · 20 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Universal Health Services disclose more about the people it employs?
Shareholders asked for fuller disclosure of the company’s human capital — the composition of the workforce, turnover, and how the company invests in the people it employs.
AGAINST S&P 500 Index Fund voted with 324 shares
“Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Tesla, Inc. · 6 November 2025 · put on the ballot by shareholder · Executive pay
Regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans.
AGAINST S&P 500 Index Fund voted with 15,186 shares
“A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
FOR S&P 500 Index Fund voted with 11,537 shares
“A shareholder proposal regarding annual vote regarding executive pay.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016022 · open the filing
Retirement plans that offer it
Vote these ballots yourself
See how you would have voted, then what this fund did — one card at a time. Open the full ballot deck for this fund →