€312,803.68
1.21% (€3,219.92)
Price return
1.21%
€3,219.92
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.12%
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
€154,087.89
€111.01/share
€1,886.39
1.24%
- -
€1,886.39
1.24%
49.73%
220
7 days
€20,744.54
€94.29/share
€51,406.58
€233.67/share
€103.75
0.2%
- -
€103.75
0.2%
16.59%
14.72
7 days
€1,828.82
€124.23/share
€37,463.55
€2,544.80/share
€431.85
1.17%
- -
€431.85
1.17%
12.09%
0.29
7 days
€1,786.83
€6,206.40/share
€21,673.24
€75,280.11/share
€561.63
2.66%
- -
€561.63
2.66%
6.99%
43
7 days
€4,687.82
€109.02/share
€17,840.30
€414.89/share
€444.94
2.56%
- -
€444.94
2.56%
5.76%
203
7 days
€8,495.18
€41.85/share
€12,143.25
€59.82/share
€12.55
0.1%
- -
€12.55
0.1%
3.92%
1,900
7 days
€10,014.14
€5.27/share
€9,341.16
€4.92/share
-€36.86
-0.39%
- -
-€36.86
-0.39%
3.01%
47.84
7 days
€1,785.71
€37.32/share
€3,167.78
€66.21/share
€14.60
0.46%
- -
€14.60
0.46%
1.02%
133
7 days
€4,817.07
€36.22/share
€2,742.44
€20.62/share
€23.94
0.88%
- -
€23.94
0.88%
0.89%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,186.38
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
1.04%
Std. dev.
0.92%
Sharpe ratio
1.05
Active TWR
-0.1%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Dec 15, 2025
12:00 AM
Dividend
€88.09
$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