€295,308.06
0.08% (€200.92)
Price return
0.08%
€200.92
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
€158,823.76
€114.43/share
€843.95
0.53%
- -
€843.95
0.53%
54.38%
220
7 days
€20,744.54
€94.29/share
€51,197.05
€232.71/share
€1,730.23
3.5%
- -
€1,730.23
3.5%
17.53%
14.72
7 days
€1,828.82
€124.23/share
€23,179.53
€1,574.53/share
-€1,430.77
-5.81%
- -
-€1,430.77
-5.81%
7.94%
0.29
7 days
€1,786.83
€6,206.40/share
€15,666.42
€54,415.95/share
-€965.48
-5.8%
- -
-€965.48
-5.8%
5.36%
43
7 days
€4,687.82
€109.02/share
€14,617.96
€339.95/share
€102.03
0.7%
- -
€102.03
0.7%
5%
203
7 days
€8,495.18
€41.85/share
€13,862.36
€68.29/share
€88.66
0.64%
- -
€88.66
0.64%
4.75%
1,900
7 days
€10,014.14
€5.27/share
€9,497.72
€5.00/share
€17.86
0.19%
- -
€17.86
0.19%
3.25%
133
7 days
€4,817.07
€36.22/share
€3,145.54
€23.65/share
-€16.98
-0.54%
- -
-€16.98
-0.54%
1.08%
47.84
7 days
€1,785.71
€37.32/share
€2,078.92
€43.45/share
-€165.34
-7.37%
- -
-€165.34
-7.37%
0.71%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,654.86
€2,252.94
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.07%
Std. dev.
0.96%
Sharpe ratio
-0
Active TWR
-0.33%/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