€310,762.70
-0.74% (-€2,241.29)
Price return
-0.74%
-€2,241.29
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-2.69%
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
26 days
€81,819.66
€58.95/share
€157,356.51
€113.37/share
€2,479.30
1.6%
- -
€2,479.30
1.6%
51.16%
220
26 days
€20,744.54
€94.29/share
€46,674.37
€212.16/share
-€4,227.09
-8.3%
- -
-€4,227.09
-8.3%
15.17%
14.72
26 days
€1,828.82
€124.23/share
€37,627.44
€2,555.93/share
€426.27
1.15%
- -
€426.27
1.15%
12.23%
0.29
26 days
€1,786.83
€6,206.40/share
€22,036.37
€76,541.42/share
€369.41
1.7%
- -
€369.41
1.7%
7.16%
43
26 days
€4,687.82
€109.02/share
€16,571.87
€385.39/share
-€1,126.57
-6.37%
- -
-€1,126.57
-6.37%
5.39%
203
26 days
€8,495.18
€41.85/share
€12,463.36
€61.40/share
€385.29
3.19%
- -
€385.29
3.19%
4.05%
1,900
26 days
€10,014.14
€5.27/share
€9,376.31
€4.93/share
-€24.51
-0.26%
- -
-€24.51
-0.26%
3.05%
47.84
26 days
€1,785.71
€37.32/share
€2,804.03
€58.61/share
-€398.99
-12.46%
- -
-€398.99
-12.46%
0.91%
133
26 days
€4,817.07
€36.22/share
€2,679.09
€20.14/share
-€132.59
-4.72%
- -
-€132.59
-4.72%
0.87%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,187.50
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-0.72%
Std. dev.
3.59%
Sharpe ratio
-0.27
Active TWR
-2.13%/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