€294,507.97
0.86% (€2,157.46)
Price return
0.86%
€2,157.46
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
N/A%
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
€157,979.81
€113.82/share
€2,025.80
1.3%
- -
€2,025.80
1.3%
54.24%
220
7 days
€20,744.54
€94.29/share
€49,466.81
€224.85/share
€2,028.27
4.28%
- -
€2,028.27
4.28%
16.98%
14.72
7 days
€1,828.82
€124.23/share
€24,369.54
€1,655.36/share
-€1,527.16
-5.9%
- -
-€1,527.16
-5.9%
8.37%
0.29
7 days
€1,786.83
€6,206.40/share
€16,376.23
€56,881.41/share
-€564.38
-3.33%
- -
-€564.38
-3.33%
5.62%
43
7 days
€4,687.82
€109.02/share
€14,515.93
€337.58/share
-€32.01
-0.22%
- -
-€32.01
-0.22%
4.98%
203
7 days
€8,495.18
€41.85/share
€13,773.71
€67.85/share
€308.83
2.29%
- -
€308.83
2.29%
4.73%
1,900
7 days
€10,014.14
€5.27/share
€9,479.86
€4.99/share
€73.72
0.78%
- -
€73.72
0.78%
3.25%
133
7 days
€4,817.07
€36.22/share
€3,162.52
€23.78/share
-€54.28
-1.69%
- -
-€54.28
-1.69%
1.09%
47.84
7 days
€1,785.71
€37.32/share
€2,141.52
€44.76/share
-€119.39
-5.28%
- -
-€119.39
-5.28%
0.74%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,654.86
€2,256.19
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.74%
Std. dev.
1.43%
Sharpe ratio
0.48
Active TWR
-1.2%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Feb 12, 2026
12:00 AM
Dividend
€48.17
$57.20
Feb 2, 2026
12:00 AM
Dividend
€31.23
$36.97
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