€310,005.88
-0.66% (-€2,005.25)
Price return
-0.71%
-€2,126.74
Income return
0.04%
€121.49
Cost ratio
0%
€0.00
Active return
-1.32%
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
30 days
€81,819.66
€58.95/share
€152,038.26
€109.54/share
€1,897.10
1.26%
- -
€1,897.10
1.26%
49.55%
220
30 days
€20,744.54
€94.29/share
€51,019.30
€231.91/share
€254.14
0.5%
- -
€254.14
0.5%
16.63%
14.72
30 days
€1,828.82
€124.23/share
€37,152.84
€2,523.70/share
-€1,183.27
-3.09%
- -
-€1,183.27
-3.09%
12.11%
0.29
30 days
€1,786.83
€6,206.40/share
€21,552.68
€74,861.33/share
-€1,278.59
-5.6%
- -
-€1,278.59
-5.6%
7.02%
43
30 days
€4,687.82
€109.02/share
€17,465.59
€406.18/share
-€854.49
-4.66%
€33.40
0.11%
-
-€821.09
-4.48%
5.69%
203
30 days
€8,495.18
€41.85/share
€12,238.54
€60.29/share
-€235.72
-1.89%
€88.09
0.57%
-
-€147.63
-1.18%
3.99%
1,900
30 days
€10,014.14
€5.27/share
€9,378.02
€4.94/share
€0.57
0.01%
- -
€0.57
0.01%
3.06%
47.84
30 days
€1,785.71
€37.32/share
€3,226.36
€67.44/share
-€529.43
-14.1%
- -
-€529.43
-14.1%
1.05%
133
30 days
€4,817.07
€36.22/share
€2,763.93
€20.78/share
-€173.77
-5.92%
- -
-€173.77
-5.92%
0.9%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,184.51
Euro
EUR
€985.86
€985.86
TWR
-0.64%
Std. dev.
3.71%
Sharpe ratio
-0.26
Active TWR
-1.21%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Dec 15, 2025
12:00 AM
Dividend
€88.09
$103.53
Dec 11, 2025
12:00 AM
Dividend
€33.40
$39.13
Nov 13, 2025
12:00 AM
Dividend
€49.23
$57.20
Nov 3, 2025
12:00 AM
Dividend
€32.11
$36.97
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