€318,873.27
-1.54% (-€4,602.55)
Price return
-1.56%
-€4,636.47
Income return
0.01%
€33.92
Cost ratio
0%
€0.00
Active return
-0.36%
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
13 days
€81,819.66
€58.95/share
€170,671.08
€122.96/share
-€409.10
-0.24%
- -
-€409.10
-0.24%
54.12%
220
13 days
€20,744.54
€94.29/share
€55,371.83
€251.69/share
-€3,673.34
-6.22%
- -
-€3,673.34
-6.22%
17.56%
14.72
13 days
€1,828.82
€124.23/share
€26,932.98
€1,829.49/share
€178.10
0.67%
- -
€178.10
0.67%
8.54%
0.29
13 days
€1,786.83
€6,206.40/share
€19,070.60
€66,240.05/share
€126.11
0.67%
- -
€126.11
0.67%
6.05%
43
13 days
€4,687.82
€109.02/share
€14,525.65
€337.81/share
-€1,242.62
-7.88%
€33.92
0.02%
-
-€1,208.70
-7.67%
4.61%
203
13 days
€8,495.18
€41.85/share
€14,499.75
€71.43/share
€481.17
3.43%
- -
€481.17
3.43%
4.6%
1,900
13 days
€10,014.14
€5.27/share
€9,354.65
€4.92/share
€2.66
0.03%
- -
€2.66
0.03%
2.97%
133
13 days
€4,817.07
€36.22/share
€2,711.28
€20.39/share
-€130.56
-4.59%
- -
-€130.56
-4.59%
0.86%
47.84
13 days
€1,785.71
€37.32/share
€2,210.39
€46.20/share
€14.62
0.67%
- -
€14.62
0.67%
0.7%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,937.09
€2,539.19
Euro
EUR
€985.86
€985.86
TWR
-1.42%
Std. dev.
2.18%
Sharpe ratio
-0.72
Active TWR
-0.37%/year

Asset Classes

Tax reporting

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Example

Transactions

Date Type Description Quantity Amount
Jun 11, 2026
12:00 AM
Dividend
€33.92
$39.13
May 14, 2026
12:00 AM
Dividend
€50.76
$59.40
May 1, 2026
12:00 AM
Dividend
€31.60
$36.97
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