€297,650.93
1.56% (€3,934.18)
Price return
1.56%
€3,934.18
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
1.7%
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
€155,202.54
€111.82/share
€461.58
0.3%
- -
€461.58
0.3%
52.73%
220
7 days
€20,744.54
€94.29/share
€47,814.61
€217.34/share
-€134.50
-0.28%
- -
-€134.50
-0.28%
16.25%
14.72
7 days
€1,828.82
€124.23/share
€29,741.67
€2,020.27/share
€3,072.72
11.52%
- -
€3,072.72
11.52%
10.11%
0.29
7 days
€1,786.83
€6,206.40/share
€18,547.36
€64,422.62/share
€851.28
4.81%
- -
€851.28
4.81%
6.3%
43
7 days
€4,687.82
€109.02/share
€14,649.54
€340.69/share
-€171.52
-1.16%
- -
-€171.52
-1.16%
4.98%
203
7 days
€8,495.18
€41.85/share
€13,410.36
€66.06/share
-€270.39
-1.98%
- -
-€270.39
-1.98%
4.56%
1,900
7 days
€10,014.14
€5.27/share
€9,365.10
€4.93/share
€26.79
0.29%
- -
€26.79
0.29%
3.18%
133
7 days
€4,817.07
€36.22/share
€3,170.03
€23.83/share
-€42.56
-1.32%
- -
-€42.56
-1.32%
1.08%
47.84
7 days
€1,785.71
€37.32/share
€2,421.28
€50.61/share
€145.67
6.4%
- -
€145.67
6.4%
0.82%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,693.99
€2,342.60
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
1.34%
Std. dev.
1.72%
Sharpe ratio
0.75
Active TWR
1.68%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Mar 12, 2026
12:00 AM
Dividend
€33.89
$39.13
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