€312,846.75
0.2% (€534.58)
Price return
0.2%
€534.58
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.39%
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
7 days
€81,819.66
€58.95/share
€155,186.34
€111.81/share
€430.34
0.28%
- -
€430.34
0.28%
50.11%
220
7 days
€20,744.54
€94.29/share
€51,099.42
€232.27/share
-€6.18
-0.01%
- -
-€6.18
-0.01%
16.5%
14.72
7 days
€1,828.82
€124.23/share
€36,737.08
€2,495.45/share
-€66.67
-0.18%
- -
-€66.67
-0.18%
11.86%
0.29
7 days
€1,786.83
€6,206.40/share
€21,336.95
€74,112.02/share
-€65.90
-0.31%
- -
-€65.90
-0.31%
6.89%
43
7 days
€4,687.82
€109.02/share
€17,829.07
€414.63/share
€25.68
0.14%
- -
€25.68
0.14%
5.76%
203
7 days
€8,495.18
€41.85/share
€12,098.50
€59.60/share
€23.91
0.2%
- -
€23.91
0.2%
3.91%
1,900
7 days
€10,014.14
€5.27/share
€9,404.43
€4.95/share
€53.96
0.58%
- -
€53.96
0.58%
3.04%
47.84
7 days
€1,785.71
€37.32/share
€3,184.48
€66.56/share
€109.84
3.57%
- -
€109.84
3.57%
1.03%
133
7 days
€4,817.07
€36.22/share
€2,806.61
€21.10/share
€24.07
0.87%
- -
€24.07
0.87%
0.91%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,178.01
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.17%
Std. dev.
0.3%
Sharpe ratio
0.35
Active TWR
0.41%/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