€312,714.63
-2.09% (-€5,707.44)
Price return
-2.23%
-€5,828.93
Income return
0.01%
€121.49
Cost ratio
0%
€0.00
Active return
-0.35%
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
€153,349.69
€110.48/share
-€1,612.04
-1.04%
- -
-€1,612.04
-1.04%
49.54%
220
7 days
€20,744.54
€94.29/share
€51,309.65
€233.23/share
-€1,091.83
-2.08%
- -
-€1,091.83
-2.08%
16.58%
14.72
7 days
€1,828.82
€124.23/share
€38,337.75
€2,604.18/share
-€1,197.47
-3.03%
- -
-€1,197.47
-3.03%
12.38%
0.29
7 days
€1,786.83
€6,206.40/share
€21,580.09
€74,956.54/share
-€852.60
-3.8%
- -
-€852.60
-3.8%
6.97%
43
7 days
€4,687.82
€109.02/share
€17,371.96
€404.00/share
-€808.72
-4.45%
€33.40
0.02%
-
-€775.31
-4.27%
5.61%
203
7 days
€8,495.18
€41.85/share
€12,258.08
€60.38/share
€31.33
0.26%
€88.09
0.8%
-
€119.41
0.98%
3.96%
1,900
7 days
€10,014.14
€5.27/share
€9,383.91
€4.94/share
€14.06
0.15%
- -
€14.06
0.15%
3.03%
47.84
7 days
€1,785.71
€37.32/share
€3,207.91
€67.05/share
-€240.77
-6.98%
- -
-€240.77
-6.98%
1.04%
133
7 days
€4,817.07
€36.22/share
€2,750.98
€20.68/share
-€50.28
-1.79%
- -
-€50.28
-1.79%
0.89%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,178.75
Euro
EUR
€985.86
€985.86
TWR
-1.79%
Std. dev.
1.63%
Sharpe ratio
-1.14
Active TWR
-0.47%/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