€289,946.35
0.5% (€1,244.77)
Price return
0.5%
€1,244.77
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.76%
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
€151,213.69
€108.94/share
€185.36
0.12%
- -
€185.36
0.12%
52.76%
220
7 days
€20,744.54
€94.29/share
€48,215.44
€219.16/share
€999.69
2.12%
- -
€999.69
2.12%
16.82%
14.72
7 days
€1,828.82
€124.23/share
€27,666.40
€1,879.31/share
€317.98
1.16%
- -
€317.98
1.16%
9.65%
0.29
7 days
€1,786.83
€6,206.40/share
€17,784.88
€61,774.24/share
€216.70
1.23%
- -
€216.70
1.23%
6.2%
43
7 days
€4,687.82
€109.02/share
€13,637.85
€317.16/share
-€572.81
-4.03%
- -
-€572.81
-4.03%
4.76%
203
7 days
€8,495.18
€41.85/share
€13,139.85
€64.73/share
€7.65
0.06%
- -
€7.65
0.06%
4.58%
1,900
7 days
€10,014.14
€5.27/share
€9,287.77
€4.89/share
-€9.69
-0.1%
- -
-€9.69
-0.1%
3.24%
133
7 days
€4,817.07
€36.22/share
€3,333.36
€25.06/share
€74.83
2.3%
- -
€74.83
2.3%
1.16%
47.84
7 days
€1,785.71
€37.32/share
€2,346.57
€49.05/share
€21.82
0.94%
- -
€21.82
0.94%
0.82%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,693.99
€2,334.68
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.43%
Std. dev.
0.95%
Sharpe ratio
0.39
Active TWR
0.83%/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