€295,873.42
1.36% (€3,399.87)
Price return
1.36%
€3,399.87
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-0.28%
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
€155,945.46
€112.35/share
€2,404.36
1.57%
- -
€2,404.36
1.57%
53.32%
220
7 days
€20,744.54
€94.29/share
€48,657.10
€221.17/share
-€195.31
-0.4%
- -
-€195.31
-0.4%
16.64%
14.72
7 days
€1,828.82
€124.23/share
€28,269.91
€1,920.30/share
€923.14
3.38%
- -
€923.14
3.38%
9.67%
0.29
7 days
€1,786.83
€6,206.40/share
€17,721.97
€61,555.72/share
€705.99
4.15%
- -
€705.99
4.15%
6.06%
43
7 days
€4,687.82
€109.02/share
€13,750.38
€319.78/share
-€183.49
-1.32%
- -
-€183.49
-1.32%
4.7%
203
7 days
€8,495.18
€41.85/share
€13,403.27
€66.03/share
-€110.10
-0.81%
- -
-€110.10
-0.81%
4.58%
1,900
7 days
€10,014.14
€5.27/share
€9,372.89
€4.93/share
€25.46
0.27%
- -
€25.46
0.27%
3.2%
133
7 days
€4,817.07
€36.22/share
€3,107.42
€23.36/share
-€161.90
-4.95%
- -
-€161.90
-4.95%
1.06%
47.84
7 days
€1,785.71
€37.32/share
€2,265.87
€47.36/share
€29.30
1.31%
- -
€29.30
1.31%
0.77%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,801.58
€2,393.29
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
1.16%
Std. dev.
2.53%
Sharpe ratio
0.44
Active TWR
-0.32%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Apr 1, 2026
12:00 AM
Dividend
€92.71
$107.59
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