€309,810.64
1.23% (€3,216.94)
Price return
1.23%
€3,216.94
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
0.77%
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
€162,526.80
€117.09/share
€418.94
0.26%
- -
€418.94
0.26%
53.04%
220
7 days
€20,744.54
€94.29/share
€51,440.57
€233.82/share
€1,045.89
2.08%
- -
€1,045.89
2.08%
16.79%
14.72
7 days
€1,828.82
€124.23/share
€29,983.94
€2,036.73/share
€662.67
2.26%
- -
€662.67
2.26%
9.78%
0.29
7 days
€1,786.83
€6,206.40/share
€19,281.49
€66,972.59/share
€954.66
5.21%
- -
€954.66
5.21%
6.29%
43
7 days
€4,687.82
€109.02/share
€15,287.54
€355.52/share
-€123.13
-0.8%
- -
-€123.13
-0.8%
4.99%
203
7 days
€8,495.18
€41.85/share
€13,241.70
€65.23/share
€208.54
1.6%
- -
€208.54
1.6%
4.32%
1,900
7 days
€10,014.14
€5.27/share
€9,363.20
€4.93/share
-€1.33
-0.01%
- -
-€1.33
-0.01%
3.06%
133
7 days
€4,817.07
€36.22/share
€3,026.45
€22.76/share
€37.70
1.26%
- -
€37.70
1.26%
0.99%
47.84
7 days
€1,785.71
€37.32/share
€2,277.35
€47.60/share
-€7.91
-0.35%
- -
-€7.91
-0.35%
0.74%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,801.58
€2,395.74
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
1.05%
Std. dev.
1.58%
Sharpe ratio
0.62
Active TWR
0.41%/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