€317,111.21
0.2% (€555.61)
Price return
0.16%
€433.95
Income return
0.05%
€121.66
Cost ratio
0%
€0.00
Active return
0.77%
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
€153,128.38
€110.32/share
-€1,260.59
-0.82%
- -
-€1,260.59
-0.82%
48.78%
220
7 days
€20,744.54
€94.29/share
€52,187.86
€237.22/share
-€266.71
-0.51%
- -
-€266.71
-0.51%
16.62%
14.72
7 days
€1,828.82
€124.23/share
€40,628.12
€2,759.76/share
€2,127.18
5.52%
- -
€2,127.18
5.52%
12.94%
0.29
7 days
€1,786.83
€6,206.40/share
€22,731.64
€78,956.35/share
€483.11
2.17%
- -
€483.11
2.17%
7.24%
43
7 days
€4,687.82
€109.02/share
€17,540.52
€407.92/share
-€575.19
-3.18%
€33.40
0.04%
-
-€541.79
-2.99%
5.59%
203
7 days
€8,495.18
€41.85/share
€12,203.18
€60.11/share
-€32.55
-0.27%
€88.25
0.64%
-
€55.70
0.46%
3.89%
1,900
7 days
€10,014.14
€5.27/share
€9,352.56
€4.92/share
-€30.78
-0.33%
- -
-€30.78
-0.33%
2.98%
47.84
7 days
€1,785.71
€37.32/share
€3,383.49
€70.72/share
€50.82
1.53%
- -
€50.82
1.53%
1.08%
133
7 days
€4,817.07
€36.22/share
€2,786.75
€20.95/share
-€47.84
-1.69%
- -
-€47.84
-1.69%
0.89%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,182.84
Euro
EUR
€985.86
€985.86
TWR
0.18%
Std. dev.
1.58%
Sharpe ratio
0.07
Active TWR
1.1%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Dec 15, 2025
12:00 AM
Dividend
€88.25
$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