€321,711.39
0.54% (€1,468.74)
Price return
0.54%
€1,468.74
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
-0.3%
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
€171,891.71
€123.84/share
-€533.55
-0.31%
- -
-€533.55
-0.31%
54.03%
220
7 days
€20,744.54
€94.29/share
€56,834.62
€258.34/share
€662.59
1.18%
- -
€662.59
1.18%
17.86%
14.72
7 days
€1,828.82
€124.23/share
€27,346.72
€1,857.59/share
€469.50
1.75%
- -
€469.50
1.75%
8.6%
0.29
7 days
€1,786.83
€6,206.40/share
€19,363.55
€67,257.61/share
€332.44
1.75%
- -
€332.44
1.75%
6.09%
203
7 days
€8,495.18
€41.85/share
€14,310.86
€70.50/share
€312.25
2.23%
- -
€312.25
2.23%
4.5%
43
7 days
€4,687.82
€109.02/share
€14,114.66
€328.25/share
€57.95
0.41%
- -
€57.95
0.41%
4.44%
1,900
7 days
€10,014.14
€5.27/share
€9,377.83
€4.94/share
-€3.42
-0.04%
- -
-€3.42
-0.04%
2.95%
133
7 days
€4,817.07
€36.22/share
€2,663.04
€20.02/share
€88.18
3.42%
- -
€88.18
3.42%
0.84%
47.84
7 days
€1,785.71
€37.32/share
€2,244.34
€46.91/share
€38.53
1.75%
- -
€38.53
1.75%
0.71%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$2,937.09
€2,578.20
Euro
EUR
€985.86
€985.86

No dividends yet

TWR
0.46%
Std. dev.
0.97%
Sharpe ratio
0.42
Active TWR
-0.27%/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