€317,022.95
-0.65% (-€1,914.82)
Price return
-0.66%
-€1,948.23
Income return
0.01%
€33.40
Cost ratio
0%
€0.00
Active return
0.66%
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
13 days
€81,819.66
€58.95/share
€153,128.38
€110.32/share
-€1,992.53
-1.28%
- -
-€1,992.53
-1.28%
48.78%
220
13 days
€20,744.54
€94.29/share
€52,187.86
€237.22/share
-€852.94
-1.61%
- -
-€852.94
-1.61%
16.62%
14.72
13 days
€1,828.82
€124.23/share
€40,628.12
€2,759.76/share
€2,553.48
6.71%
- -
€2,553.48
6.71%
12.94%
0.29
13 days
€1,786.83
€6,206.40/share
€22,731.64
€78,956.35/share
€119.20
0.53%
- -
€119.20
0.53%
7.24%
43
13 days
€4,687.82
€109.02/share
€17,540.52
€407.92/share
-€751.39
-4.11%
€33.40
0.06%
-
-€717.99
-3.93%
5.59%
203
13 days
€8,495.18
€41.85/share
€12,203.18
€60.11/share
-€630.43
-4.91%
- -
-€630.43
-4.91%
3.89%
1,900
13 days
€10,014.14
€5.27/share
€9,352.56
€4.92/share
-€64.79
-0.69%
- -
-€64.79
-0.69%
2.98%
47.84
13 days
€1,785.71
€37.32/share
€3,383.49
€70.72/share
-€94.03
-2.7%
- -
-€94.03
-2.7%
1.08%
133
13 days
€4,817.07
€36.22/share
€2,786.75
€20.95/share
-€205.34
-6.86%
- -
-€205.34
-6.86%
0.89%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,457.16
€2,094.58
Euro
EUR
€985.86
€985.86
TWR
-0.6%
Std. dev.
2.35%
Sharpe ratio
-0.31
Active TWR
1.04%/year

Asset Classes

Tax reporting

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Example

Transactions

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