€336,051.34
N/A (-€2,236.04)
Price return
N/A
-€2,236.04
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
€155,476.07
€112.01/share
€194.35
0.13%
- -
€194.35
0.13%
46.68%
220
1 days
€20,744.54
€94.29/share
€50,991.76
€231.78/share
€106.13
0.21%
- -
€106.13
0.21%
15.31%
14.72
1 days
€1,828.82
€124.23/share
€50,409.31
€3,424.17/share
-€1,729.12
-3.32%
- -
-€1,729.12
-3.32%
15.13%
0.29
1 days
€1,786.83
€6,206.40/share
€27,954.01
€97,095.83/share
-€288.47
-1.02%
- -
-€288.47
-1.02%
8.39%
43
1 days
€4,687.82
€109.02/share
€20,012.59
€465.41/share
-€29.54
-0.15%
- -
-€29.54
-0.15%
6.01%
203
1 days
€8,495.18
€41.85/share
€11,924.25
€58.74/share
-€322.08
-2.63%
- -
-€322.08
-2.63%
3.58%
1,900
1 days
€10,014.14
€5.27/share
€9,445.28
€4.97/share
- - - - 2.84%
47.84
1 days
€1,785.71
€37.32/share
€3,981.57
€83.22/share
-€100.76
-2.47%
- -
-€100.76
-2.47%
1.2%
133
1 days
€4,817.07
€36.22/share
€2,873.51
€21.61/share
-€65.52
-2.23%
- -
-€65.52
-2.23%
0.86%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,323.85
€1,997.12
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-0.66%
Std. dev.
0%
Sharpe ratio
N/A
Active TWR
-0.66%/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