SPY ETF News, 9/4/2025: Market Shakeup Ahead?

Wall Street's favorite tracker just got interesting again—while traditional finance plays catch-up, crypto's already pricing in the next move.

Market Dynamics Shift

The SPY ETF's latest movements suggest institutional money's getting nervous about old paradigms. Traders are watching volume spikes that haven't been seen since the 2023 rally—back when Bitcoin was still considered 'too risky' by the same funds now scrambling for yield.

Digital Assets Correlation

Here's the kicker: crypto markets started reacting hours before the traditional open. DeFi derivatives flashed signals that the CME missed entirely—another reminder that decentralized markets often see first and act fastest.

Traditional Finance's Lag

Meanwhile, the big banks are still holding meetings about whether to approve Bitcoin ETFs. Guess they haven't noticed the trillion dollars that already moved into crypto while they were drafting compliance memos.

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According to TipRanks’ unique ETF analyst consensus, which is based on a weighted average of analyst ratings on its holdings, SPY is a Moderate Buy. The Street’s average price target of $718.05 for the SPY ETF implies an upside potential of 10.6% 

Currently, SPY’s five holdings with the highest upside potential are Loews (L), Moderna (MRNA), The Trade Desk (TTD), Charter Communications (CHTR), and Caesars Entertainment (CZR).    

Meanwhile, its five holdings with the greatest downside potential are Paramount Skydance (PSKY), Garmin (GRMN), Lennar Corporation (LEN), Viatris (VTRS), and D.R. Horton (DHI).  

Revealingly, SPY’s ETF Smart Score is eight, implying that this ETF is likely to outperform the broader market.