€316,509.32
0.99% (€2,669.18)
Price return
0.99%
€2,669.18
Income return
0%
€0.00
Cost ratio
0%
€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
7 days
€81,819.66
€58.95/share
€154,553.99
€111.35/share
€2,650.31
1.74%
- -
€2,650.31
1.74%
49.31%
220
7 days
€20,744.54
€94.29/share
€52,743.39
€239.74/share
€1,870.54
3.68%
- -
€1,870.54
3.68%
16.83%
14.72
7 days
€1,828.82
€124.23/share
€37,672.34
€2,558.98/share
-€882.46
-2.29%
- -
-€882.46
-2.29%
12.02%
0.29
7 days
€1,786.83
€6,206.40/share
€21,743.57
€75,524.39/share
-€1,090.62
-4.78%
- -
-€1,090.62
-4.78%
6.94%
43
7 days
€4,687.82
€109.02/share
€18,032.74
€419.37/share
€165.37
0.93%
- -
€165.37
0.93%
5.75%
203
7 days
€8,495.18
€41.85/share
€12,779.34
€62.95/share
€224.51
1.79%
- -
€224.51
1.79%
4.08%
1,900
7 days
€10,014.14
€5.27/share
€9,409.56
€4.95/share
€45.79
0.49%
- -
€45.79
0.49%
3%
47.84
7 days
€1,785.71
€37.32/share
€3,533.59
€73.86/share
-€321.25
-8.33%
- -
-€321.25
-8.33%
1.13%
133
7 days
€4,817.07
€36.22/share
€2,966.28
€22.30/share
€18.42
0.63%
- -
€18.42
0.63%
0.95%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,418.03
€2,088.65
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.85%
Std. dev.
2.49%
Sharpe ratio
0.32
Active TWR
-2.74%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
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
May 15, 2025
12:00 AM
Dividend
€51.14
$57.20
May 1, 2025
12:00 AM
Dividend
€32.51
$36.97