€327,358.27
N/A (-€1,096.21)
Price return
N/A
-€1,096.21
Income return
N/A
€0.00
Cost ratio
N/A
€0.00
Active return
N/A
SPDR S&P 500 ETF Trust

Holdings

Security
Position
Holding period
Cumulative cashflow
per share
Value
per share
Price return
in %
Income return
in %
Costs amount
in %
Net profit/loss
in %
Allocation %
1,388
1 days
€81,819.66
€58.95/share
€152,508.70
€109.88/share
€400.13
0.26%
- -
€400.13
0.26%
47.02%
220
1 days
€20,744.54
€94.29/share
€49,260.39
€223.91/share
€189.02
0.39%
- -
€189.02
0.39%
15.19%
14.72
1 days
€1,828.82
€124.23/share
€48,243.05
€3,277.03/share
-€1,071.21
-2.17%
- -
-€1,071.21
-2.17%
14.87%
0.29
1 days
€1,786.83
€6,206.40/share
€26,738.23
€92,872.91/share
-€270.46
-1%
- -
-€270.46
-1%
8.24%
43
1 days
€4,687.82
€109.02/share
€19,308.26
€449.03/share
-€9.26
-0.05%
- -
-€9.26
-0.05%
5.95%
203
1 days
€8,495.18
€41.85/share
€12,246.88
€60.33/share
-€158.77
-1.28%
- -
-€158.77
-1.28%
3.78%
1,900
1 days
€10,014.14
€5.27/share
€9,446.42
€4.97/share
- - - - 2.91%
47.84
1 days
€1,785.71
€37.32/share
€3,791.43
€79.25/share
-€66.40
-1.72%
- -
-€66.40
-1.72%
1.17%
133
1 days
€4,817.07
€36.22/share
€2,824.51
€21.24/share
-€108.21
-3.69%
- -
-€108.21
-3.69%
0.87%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,323.85
€2,004.53
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-0.33%
Std. dev.
0%
Sharpe ratio
N/A
Active TWR
-0.87%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Oct 1, 2025
12:00 AM
Dividend
€88.31
$103.53
Sep 11, 2025
12:00 AM
Dividend
€30.54
$35.69
Aug 14, 2025
12:00 AM
Dividend
€48.93
$57.20
Aug 1, 2025
12:00 AM
Dividend
€32.42
$36.97
Jul 1, 2025
12:00 AM
Dividend
€87.66
$103.53
Jun 12, 2025
12:00 AM
Dividend
€30.78
$35.69
May 15, 2025
12:00 AM
Dividend
€51.14
$57.20
May 1, 2025
12:00 AM
Dividend
€32.51
$36.97
Apr 1, 2025
12:00 AM
Dividend
€95.97
$103.53
Mar 13, 2025
12:00 AM
Dividend
€32.95
$35.69