€295,120.01
0.55% (€1,459.23)
Price return
0.55%
€1,459.23
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.45%
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
11 days
€81,819.66
€58.95/share
€156,995.07
€113.11/share
-€875.97
-0.55%
- -
-€875.97
-0.55%
53.79%
220
11 days
€20,744.54
€94.29/share
€49,293.53
€224.06/share
€60.49
0.12%
- -
€60.49
0.12%
16.89%
14.72
11 days
€1,828.82
€124.23/share
€25,254.84
€1,715.50/share
€1,190.15
4.95%
- -
€1,190.15
4.95%
8.65%
0.29
11 days
€1,786.83
€6,206.40/share
€16,948.25
€58,868.26/share
€885.25
5.51%
- -
€885.25
5.51%
5.81%
43
11 days
€4,687.82
€109.02/share
€14,988.13
€348.56/share
€682.48
4.77%
- -
€682.48
4.77%
5.14%
203
11 days
€8,495.18
€41.85/share
€13,581.00
€66.90/share
-€444.14
-3.17%
- -
-€444.14
-3.17%
4.65%
1,900
11 days
€10,014.14
€5.27/share
€9,417.73
€4.96/share
-€81.89
-0.86%
- -
-€81.89
-0.86%
3.23%
133
11 days
€4,817.07
€36.22/share
€3,165.90
€23.80/share
€10.18
0.32%
- -
€10.18
0.32%
1.08%
47.84
11 days
€1,785.71
€37.32/share
€2,209.09
€46.17/share
€0.99
0.04%
- -
€0.99
0.04%
0.76%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,654.86
€2,280.61
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.5%
Std. dev.
1.44%
Sharpe ratio
0.27
Active TWR
0.39%/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