€316,555.55
-0.85% (-€2,382.28)
Price return
-0.85%
-€2,382.28
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-0.09%
SPDR S&P 500 ETF Trust

Holdings

Security
Position
Holding period
Net cash invested
per share
Value
per share
Price return
in %
Income return
in %
Costs amount
in %
Net profit/loss
in %
Allocation %
1,388
8 days
€81,819.66
€58.95/share
€154,388.95
€111.23/share
-€731.99
-0.47%
- -
-€731.99
-0.47%
49.25%
220
8 days
€20,744.54
€94.29/share
€52,454.57
€238.43/share
-€586.24
-1.11%
- -
-€586.24
-1.11%
16.73%
14.72
8 days
€1,828.82
€124.23/share
€38,500.94
€2,615.27/share
€426.29
1.12%
- -
€426.29
1.12%
12.28%
0.29
8 days
€1,786.83
€6,206.40/share
€22,248.52
€77,278.29/share
-€363.92
-1.61%
- -
-€363.92
-1.61%
7.1%
43
8 days
€4,687.82
€109.02/share
€18,115.71
€421.30/share
-€176.21
-0.96%
- -
-€176.21
-0.96%
5.78%
203
8 days
€8,495.18
€41.85/share
€12,235.74
€60.27/share
-€597.88
-4.66%
- -
-€597.88
-4.66%
3.9%
1,900
8 days
€10,014.14
€5.27/share
€9,383.34
€4.94/share
-€34.01
-0.36%
- -
-€34.01
-0.36%
2.99%
47.84
8 days
€1,785.71
€37.32/share
€3,332.67
€69.66/share
-€144.85
-4.17%
- -
-€144.85
-4.17%
1.06%
133
8 days
€4,817.07
€36.22/share
€2,834.59
€21.31/share
-€157.50
-5.26%
- -
-€157.50
-5.26%
0.9%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,418.03
€2,074.67
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-0.75%
Std. dev.
1.86%
Sharpe ratio
-0.45
Active TWR
-0.02%/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