Spruce Point Capital Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Spruce Point Capital Management’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.5M	Sell	84,730 -31,434	-27%	-$3.05M	12.96%	3
2026 Q1	$10.2M	Buy	116,164 +35,684	+44%	+$3.21M	11.24%	3
2025 Q4	$5.95M	Buy	+80,480	New	+$5.77M	12.37%	3

Other funds holding REMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Spruce Point Capital Management's REMX Position: Q2 2026 in Review

Spruce Point Capital Management reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 27% in Q2 2026, selling an estimated $3.05M and leaving 84,730 shares worth $7.5M. The position accounts for 12.96% of the portfolio, ranked #3.

Spruce Point Capital Management first reported a position in REMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2M in Q1 2026. 361 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Spruce Point Capital Management held 84,730 shares of VanEck Rare Earth/Strategic Metals ETF worth $7.5M as of Q2 2026.
Spruce Point Capital Management sold 31,434 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $3.05M.
VanEck Rare Earth/Strategic Metals ETF made up 12.96% of Spruce Point Capital Management's portfolio in Q2 2026, its #3 holding.
Spruce Point Capital Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and has held it in 3 quarters since.
Spruce Point Capital Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $10.2M in Q1 2026.
361 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Spruce Point Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.