€299,885.51
1.58% (€4,012.10)
Price return
1.58%
€4,012.10
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-1.31%
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
€158,549.55
€114.23/share
€2,604.08
1.67%
- -
€2,604.08
1.67%
53.47%
220
7 days
€20,744.54
€94.29/share
€48,285.08
€219.48/share
-€372.01
-0.76%
- -
-€372.01
-0.76%
16.28%
14.72
7 days
€1,828.82
€124.23/share
€29,625.27
€2,012.37/share
€1,355.35
4.79%
- -
€1,355.35
4.79%
9.99%
0.29
7 days
€1,786.83
€6,206.40/share
€18,220.02
€63,285.63/share
€498.04
2.81%
- -
€498.04
2.81%
6.14%
43
7 days
€4,687.82
€109.02/share
€14,333.70
€333.34/share
€583.32
4.24%
- -
€583.32
4.24%
4.83%
203
7 days
€8,495.18
€41.85/share
€13,065.12
€64.36/share
-€338.15
-2.52%
- -
-€338.15
-2.52%
4.41%
1,900
7 days
€10,014.14
€5.27/share
€9,339.83
€4.92/share
-€33.06
-0.35%
- -
-€33.06
-0.35%
3.15%
133
7 days
€4,817.07
€36.22/share
€2,889.39
€21.72/share
-€218.03
-7.02%
- -
-€218.03
-7.02%
0.97%
47.84
7 days
€1,785.71
€37.32/share
€2,216.07
€46.32/share
-€49.80
-2.2%
- -
-€49.80
-2.2%
0.75%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,801.58
€2,375.63
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
1.36%
Std. dev.
1.46%
Sharpe ratio
0.88
Active TWR
-0.62%/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