€295,873.42
N/A (€5,815.13)
Price return
N/A
€5,815.13
Income return
N/A
€0.00
Cost ratio
N/A
€0.00
Active return
N/A
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
1 days
€81,819.66
€58.95/share
€155,945.46
€112.35/share
€3,381.96
2.22%
- -
€3,381.96
2.22%
53.32%
220
1 days
€20,744.54
€94.29/share
€48,657.10
€221.17/share
€400.63
0.83%
- -
€400.63
0.83%
16.64%
14.72
1 days
€1,828.82
€124.23/share
€28,269.91
€1,920.30/share
€1,495.95
5.59%
- -
€1,495.95
5.59%
9.67%
0.29
1 days
€1,786.83
€6,206.40/share
€17,721.97
€61,555.72/share
€597.13
3.49%
- -
€597.13
3.49%
6.06%
43
1 days
€4,687.82
€109.02/share
€13,750.38
€319.78/share
-€101.38
-0.73%
- -
-€101.38
-0.73%
4.7%
203
1 days
€8,495.18
€41.85/share
€13,403.27
€66.03/share
€69.60
0.52%
- -
€69.60
0.52%
4.58%
1,900
1 days
€10,014.14
€5.27/share
€9,372.89
€4.93/share
€69.73
0.75%
- -
€69.73
0.75%
3.2%
133
1 days
€4,817.07
€36.22/share
€3,107.42
€23.36/share
-€119.47
-3.7%
- -
-€119.47
-3.7%
1.06%
47.84
1 days
€1,785.71
€37.32/share
€2,265.87
€47.36/share
€51.83
2.34%
- -
€51.83
2.34%
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
2%
Std. dev.
0%
Sharpe ratio
N/A
Active TWR
0.76%/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