€294,907.30
0.57% (€1,246.52)
Price return
0.57%
€1,246.52
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-1.48%
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
4 days
€81,819.66
€58.95/share
€157,879.36
€113.75/share
€8.33
0.01%
- -
€8.33
0.01%
54.14%
220
4 days
€20,744.54
€94.29/share
€49,784.92
€226.30/share
€551.88
1.12%
- -
€551.88
1.12%
17.07%
14.72
4 days
€1,828.82
€124.23/share
€24,395.05
€1,657.09/share
€330.36
1.37%
- -
€330.36
1.37%
8.36%
0.29
4 days
€1,786.83
€6,206.40/share
€16,177.78
€56,192.10/share
€114.78
0.71%
- -
€114.78
0.71%
5.55%
43
4 days
€4,687.82
€109.02/share
€14,650.07
€340.70/share
€344.42
2.41%
- -
€344.42
2.41%
5.02%
203
4 days
€8,495.18
€41.85/share
€13,920.89
€68.58/share
-€104.25
-0.74%
- -
-€104.25
-0.74%
4.77%
1,900
4 days
€10,014.14
€5.27/share
€9,463.71
€4.98/share
-€35.91
-0.38%
- -
-€35.91
-0.38%
3.25%
133
4 days
€4,817.07
€36.22/share
€3,184.59
€23.94/share
€28.86
0.91%
- -
€28.86
0.91%
1.09%
47.84
4 days
€1,785.71
€37.32/share
€2,177.58
€45.51/share
-€30.52
-1.38%
- -
-€30.52
-1.38%
0.75%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,654.86
€2,287.49
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.42%
Std. dev.
0.21%
Sharpe ratio
1.59
Active TWR
-0.55%/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