€294,347.08
0.34% (€849.20)
Price return
0.34%
€849.20
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.64%
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
€157,871.04
€113.74/share
€367.16
0.23%
- -
€367.16
0.23%
54.23%
220
7 days
€20,744.54
€94.29/share
€49,233.04
€223.79/share
-€1,604.02
-3.16%
- -
-€1,604.02
-3.16%
16.91%
14.72
7 days
€1,828.82
€124.23/share
€24,485.97
€1,663.27/share
€1,275.24
5.49%
- -
€1,275.24
5.49%
8.41%
0.29
7 days
€1,786.83
€6,206.40/share
€16,331.63
€56,726.50/share
€517.50
3.27%
- -
€517.50
3.27%
5.61%
43
7 days
€4,687.82
€109.02/share
€14,305.65
€332.69/share
€102.54
0.72%
- -
€102.54
0.72%
4.91%
203
7 days
€8,495.18
€41.85/share
€14,025.14
€69.09/share
€111.45
0.8%
- -
€111.45
0.8%
4.82%
1,900
7 days
€10,014.14
€5.27/share
€9,499.62
€5.00/share
€12.73
0.13%
- -
€12.73
0.13%
3.26%
133
7 days
€4,817.07
€36.22/share
€3,155.72
€23.73/share
-€45.90
-1.43%
- -
-€45.90
-1.43%
1.08%
47.84
7 days
€1,785.71
€37.32/share
€2,204.47
€46.08/share
€117.85
5.65%
- -
€117.85
5.65%
0.76%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,654.86
€2,248.93
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.29%
Std. dev.
1.84%
Sharpe ratio
0.12
Active TWR
0.72%/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