€287,660.33
-4.81% (-€12,420.92)
Price return
-4.81%
-€12,420.92
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-0.3%
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
€151,439.94
€109.11/share
-€4,573.13
-2.93%
- -
-€4,573.13
-2.93%
53.26%
220
7 days
€20,744.54
€94.29/share
€47,712.83
€216.88/share
-€791.72
-1.63%
- -
-€791.72
-1.63%
16.78%
14.72
7 days
€1,828.82
€124.23/share
€26,129.09
€1,774.88/share
-€3,890.69
-12.96%
- -
-€3,890.69
-12.96%
9.19%
0.29
7 days
€1,786.83
€6,206.40/share
€16,887.30
€58,656.57/share
-€1,769.47
-9.48%
- -
-€1,769.47
-9.48%
5.94%
43
7 days
€4,687.82
€109.02/share
€14,202.31
€330.29/share
-€692.00
-4.65%
- -
-€692.00
-4.65%
4.99%
203
7 days
€8,495.18
€41.85/share
€13,148.78
€64.77/share
-€508.96
-3.73%
- -
-€508.96
-3.73%
4.62%
1,900
7 days
€10,014.14
€5.27/share
€9,322.92
€4.91/share
-€42.18
-0.45%
- -
-€42.18
-0.45%
3.28%
133
7 days
€4,817.07
€36.22/share
€3,298.62
€24.80/share
€86.37
2.69%
- -
€86.37
2.69%
1.16%
47.84
7 days
€1,785.71
€37.32/share
€2,209.46
€46.18/share
-€226.04
-9.28%
- -
-€226.04
-9.28%
0.78%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,693.99
€2,323.21
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
-4.14%
Std. dev.
1.79%
Sharpe ratio
-2.21
Active TWR
-1.29%/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