€292,806.73
-0.48% (-€1,207.23)
Price return
-0.48%
-€1,207.23
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.01%
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
€153,007.40
€110.24/share
-€1,733.56
-1.12%
- -
-€1,733.56
-1.12%
52.86%
220
7 days
€20,744.54
€94.29/share
€47,650.06
€216.59/share
-€299.05
-0.62%
- -
-€299.05
-0.62%
16.46%
14.72
7 days
€1,828.82
€124.23/share
€28,196.21
€1,915.30/share
€1,358.50
5.06%
- -
€1,358.50
5.06%
9.74%
0.29
7 days
€1,786.83
€6,206.40/share
€17,855.43
€62,019.29/share
€61.04
0.34%
- -
€61.04
0.34%
6.17%
43
7 days
€4,687.82
€109.02/share
€14,559.89
€338.60/share
-€261.17
-1.76%
- -
-€261.17
-1.76%
5.03%
203
7 days
€8,495.18
€41.85/share
€13,348.99
€65.76/share
-€331.76
-2.42%
- -
-€331.76
-2.42%
4.61%
1,900
7 days
€10,014.14
€5.27/share
€9,315.70
€4.90/share
-€22.61
-0.24%
- -
-€22.61
-0.24%
3.22%
133
7 days
€4,817.07
€36.22/share
€3,211.26
€24.14/share
-€1.32
-0.04%
- -
-€1.32
-0.04%
1.11%
47.84
7 days
€1,785.71
€37.32/share
€2,331.08
€48.72/share
€25.35
1.1%
- -
€25.35
1.1%
0.81%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,693.99
€2,344.84
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-0.41%
Std. dev.
2.58%
Sharpe ratio
-0.19
Active TWR
0.08%/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