€290,691.92
0.92% (€2,266.48)
Price return
0.92%
€2,266.48
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-0.05%
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
€152,593.79
€109.94/share
€1,565.45
1.04%
- -
€1,565.45
1.04%
53.1%
220
7 days
€20,744.54
€94.29/share
€47,943.75
€217.93/share
€728.00
1.54%
- -
€728.00
1.54%
16.68%
14.72
7 days
€1,828.82
€124.23/share
€27,394.22
€1,860.82/share
€154.85
0.57%
- -
€154.85
0.57%
9.53%
0.29
7 days
€1,786.83
€6,206.40/share
€17,536.85
€60,912.71/share
€108.57
0.62%
- -
€108.57
0.62%
6.1%
43
7 days
€4,687.82
€109.02/share
€13,763.56
€320.08/share
-€447.09
-3.15%
- -
-€447.09
-3.15%
4.79%
203
7 days
€8,495.18
€41.85/share
€13,177.84
€64.92/share
€45.64
0.35%
- -
€45.64
0.35%
4.59%
1,900
7 days
€10,014.14
€5.27/share
€9,339.45
€4.92/share
€41.99
0.45%
- -
€41.99
0.45%
3.25%
133
7 days
€4,817.07
€36.22/share
€3,305.50
€24.85/share
€46.97
1.44%
- -
€46.97
1.44%
1.15%
47.84
7 days
€1,785.71
€37.32/share
€2,327.10
€48.64/share
€29.55
1.29%
- -
€29.55
1.29%
0.81%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,693.99
€2,324.01
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.79%
Std. dev.
0.85%
Sharpe ratio
0.84
Active TWR
-0.16%/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