€321,152.52
1.6% (€4,327.20)
Price return
1.59%
€4,293.28
Income return
0.03%
€33.92
Cost ratio
0%
€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
7 days
€81,819.66
€58.95/share
€172,378.91
€124.19/share
€4,529.42
2.7%
- -
€4,529.42
2.7%
54.27%
220
7 days
€20,744.54
€94.29/share
€56,183.68
€255.38/share
€591.69
1.06%
- -
€591.69
1.06%
17.69%
14.72
7 days
€1,828.82
€124.23/share
€26,840.17
€1,823.18/share
-€158.17
-0.59%
- -
-€158.17
-0.59%
8.45%
0.29
7 days
€1,786.83
€6,206.40/share
€19,004.88
€66,011.77/share
-€112.00
-0.59%
- -
-€112.00
-0.59%
5.98%
43
7 days
€4,687.82
€109.02/share
€14,809.75
€344.41/share
€2.16
0.01%
€33.92
0.23%
-
€36.08
0.24%
4.66%
203
7 days
€8,495.18
€41.85/share
€14,150.71
€69.71/share
-€554.87
-3.77%
- -
-€554.87
-3.77%
4.46%
1,900
7 days
€10,014.14
€5.27/share
€9,396.64
€4.95/share
€29.45
0.31%
- -
€29.45
0.31%
2.96%
133
7 days
€4,817.07
€36.22/share
€2,668.71
€20.07/share
-€6.51
-0.24%
- -
-€6.51
-0.24%
0.84%
47.84
7 days
€1,785.71
€37.32/share
€2,202.77
€46.04/share
-€12.98
-0.59%
- -
-€12.98
-0.59%
0.69%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,937.09
€2,530.44
Euro
EUR
€985.86
€985.86
TWR
1.37%
Std. dev.
0.68%
Sharpe ratio
1.47
Active TWR
-2.08%/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