€308,678.68
-0.77% (-€2,046.97)
Price return
-0.77%
-€2,046.97
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.3%
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
€155,283.55
€111.88/share
-€2,072.96
-1.32%
- -
-€2,072.96
-1.32%
50.82%
220
7 days
€20,744.54
€94.29/share
€47,116.10
€214.16/share
€441.73
0.95%
- -
€441.73
0.95%
15.42%
14.72
7 days
€1,828.82
€124.23/share
€37,164.53
€2,524.49/share
-€462.90
-1.23%
- -
-€462.90
-1.23%
12.16%
0.29
7 days
€1,786.83
€6,206.40/share
€21,461.65
€74,545.18/share
-€574.72
-2.61%
- -
-€574.72
-2.61%
7.02%
43
7 days
€4,687.82
€109.02/share
€17,295.89
€402.23/share
€724.02
4.37%
- -
€724.02
4.37%
5.66%
203
7 days
€8,495.18
€41.85/share
€12,386.16
€61.02/share
-€77.21
-0.62%
- -
-€77.21
-0.62%
4.05%
1,900
7 days
€10,014.14
€5.27/share
€9,372.70
€4.93/share
€33.44
0.36%
- -
€33.44
0.36%
3.07%
47.84
7 days
€1,785.71
€37.32/share
€2,800.15
€58.53/share
-€3.88
-0.14%
- -
-€3.88
-0.14%
0.92%
133
7 days
€4,817.07
€36.22/share
€2,673.55
€20.10/share
-€5.54
-0.21%
- -
-€5.54
-0.21%
0.87%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,560.69
€2,138.54
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-0.66%
Std. dev.
1.04%
Sharpe ratio
-0.71
Active TWR
0.67%/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